Breakthru Advisory Services, LLC Schwab Us Aggregate Bond ETF Transaction History

Breakthru Advisory Services, LLC

  • $156 Billion
  • Q4 2025

A detailed history of Breakthru Advisory Services, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Breakthru Advisory Services, LLC holds 385,142 shares of SCHZ stock, worth $9.01 Million. This represents 5.75% of its overall portfolio holdings.

Number of Shares
385,142
Previous 355,327 8.39%
Holding current value
$9.01 Million
Previous $8.34 Billion 7.93%
% of portfolio
5.75%
Previous 5.49%

Shares

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

Jan 12, 2026
BUY
$23.37 - $23.7 $696,776 - $706,615
29,815 Added 8.39%
385,142 $9 Billion
Q3 2025

Oct 09, 2025
BUY
$22.9 - $23.58 $8.14 Million - $8.38 Million
355,327 New
355,327 $8.34 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
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