Sovran Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History

Sovran Advisors, LLC

  • $1.13 Trillion
  • Q3 2025

A detailed history of Sovran Advisors, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Sovran Advisors, LLC holds 24,942 shares of SCHZ stock, worth $583,642. This represents 0.05% of its overall portfolio holdings.

Number of Shares
24,942
Previous 23,476 6.24%
Holding current value
$583,642
Previous $539 Million 8.88%
% of portfolio
0.05%
Previous 0.06%

Shares

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

Oct 31, 2025
BUY
$22.9 - $23.58 $33,571 - $34,568
1,466 Added 6.24%
24,942 $587 Million
Q2 2025

Jul 09, 2025
SELL
$22.68 - $23.28 $87,522 - $89,837
-3,859 Reduced 14.12%
23,476 $539 Million
Q1 2025

Apr 24, 2025
SELL
$22.46 - $23.26 $29,400 - $30,447
-1,309 Reduced 4.57%
27,335 $627 Million
Q4 2024

Jan 29, 2025
BUY
$22.63 - $47.53 $648,213 - $1.36 Million
28,644 New
28,644 $644 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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