Prevail Innovative Wealth Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History

Prevail Innovative Wealth Advisors, LLC

  • $515 Billion
  • Q3 2025

A detailed history of Prevail Innovative Wealth Advisors, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Prevail Innovative Wealth Advisors, LLC holds 15,196 shares of SCHZ stock, worth $355,586. This represents 0.07% of its overall portfolio holdings.

Number of Shares
15,196
Previous 13,908 9.26%
Holding current value
$355,586
Previous $323 Million 10.34%
% of portfolio
0.07%
Previous 0.07%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
BUY
$22.9 - $23.58 $29,495 - $30,371
1,288 Added 9.26%
15,196 $357 Million
Q2 2025

Aug 14, 2025
BUY
$22.68 - $23.28 $315,433 - $323,778
13,908 New
13,908 $323 Million

Others Institutions Holding SCHZ

# of Institutions
707
Shares Held
174M
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
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