5 T Wealth, LLC Schwab Us Aggregate Bond ETF Transaction History

5 T Wealth, LLC

  • $229 Billion
  • Q3 2025

A detailed history of 5 T Wealth, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, 5 T Wealth, LLC holds 128,089 shares of SCHZ stock, worth $3 Million. This represents 1.31% of its overall portfolio holdings.

Number of Shares
128,089
Previous 120,045 6.7%
Holding current value
$3 Million
Previous $2.79 Billion 7.76%
% of portfolio
1.31%
Previous 1.33%

Shares

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

Oct 17, 2025
BUY
$22.9 - $23.58 $184,207 - $189,677
8,044 Added 6.7%
128,089 $3.01 Billion
Q2 2025

Aug 05, 2025
SELL
$22.68 - $23.28 $325,526 - $334,137
-14,353 Reduced 10.68%
120,045 $2.79 Billion
Q1 2025

Apr 22, 2025
SELL
$22.46 - $23.26 $585,195 - $606,039
-26,055 Reduced 16.24%
134,398 $3.11 Billion
Q4 2024

Jan 31, 2025
BUY
$22.63 - $47.53 $3.63 Million - $7.63 Million
160,453 New
160,453 $3.64 Billion

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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