Emergent Wealth Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History

Emergent Wealth Advisors, LLC

  • $178 Billion
  • Q4 2025

A detailed history of Emergent Wealth Advisors, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Emergent Wealth Advisors, LLC holds 136,137 shares of SCHZ stock, worth $3.19 Million. This represents 1.79% of its overall portfolio holdings.

Number of Shares
136,137
Previous 134,811 0.98%
Holding current value
$3.19 Million
Previous $3.16 Billion 0.55%
% of portfolio
1.79%
Previous 1.83%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 13, 2026
BUY
$23.37 - $23.7 $30,988 - $31,426
1,326 Added 0.98%
136,137 $3.18 Billion
Q3 2025

Oct 30, 2025
SELL
$22.9 - $23.58 $55,715 - $57,370
-2,433 Reduced 1.77%
134,811 $3.16 Billion
Q2 2025

Oct 30, 2025
SELL
$22.68 - $23.28 $81,058 - $83,202
-3,574 Reduced 2.54%
137,244 $3.19 Billion
Q1 2025

Oct 30, 2025
BUY
$22.46 - $23.26 $81,013 - $83,898
3,607 Added 2.63%
140,818 $3.25 Billion
Q4 2024

Oct 30, 2025
BUY
$22.63 - $47.53 $3.11 Million - $6.52 Million
137,211 New
137,211 $3.11 Billion
Q3 2024

Dec 15, 2025
BUY
$45.2 - $47.87 $2,938 - $3,111
65 Added 0.1%
65,677 $3.12 Billion
Q2 2024

Dec 15, 2025
SELL
$44.66 - $45.99 $258,000 - $265,684
-5,777 Reduced 8.09%
65,612 $2.99 Billion
Q1 2024

Dec 17, 2025
SELL
$45.44 - $46.67 $3.22 Million - $3.31 Million
-70,844 Reduced 52.55%
63,967 $3 Billion
Q4 2023

Dec 15, 2025
SELL
$43.09 - $46.83 $2.73 Million - $2.97 Million
-63,422 Reduced 47.05%
71,389 $3.34 Billion

Others Institutions Holding SCHZ

# of Institutions
711
Shares Held
175M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB US AGGREGATE BOND ETF

SCHZ Quotes by TradingView
  • Ticker SCHZ
  • Sector ETFs
  • Industry ETFs
More about SCHZ
Track This Portfolio

Track Emergent Wealth Advisors, LLC Portfolio

Follow Emergent Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Emergent Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Emergent Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email