Act Wealth Management, LLC Schwab Us Aggregate Bond ETF Transaction History

Act Wealth Management, LLC

  • $284 Million
  • Q3 2025

A detailed history of Act Wealth Management, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Act Wealth Management, LLC holds 71,442 shares of SCHZ stock, worth $1.67 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares
71,442
Previous 89,682 20.34%
Holding current value
$1.67 Million
Previous $2.08 Million 19.08%
% of portfolio
0.59%
Previous 0.88%

Shares

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

Oct 06, 2025
SELL
$22.9 - $23.58 $417,696 - $430,099
-18,240 Reduced 20.34%
71,442 $1.68 Million
Q2 2025

Jul 08, 2025
BUY
$22.68 - $23.28 $43,908 - $45,070
1,936 Added 2.21%
89,682 $2.08 Million
Q1 2025

Apr 10, 2025
BUY
$22.46 - $23.26 $96,869 - $100,320
4,313 Added 5.17%
87,746 $2.03 Million
Q4 2024

Jan 16, 2025
BUY
$22.63 - $47.53 $976,235 - $2.05 Million
43,139 Added 107.06%
83,433 $1.89 Million
Q3 2024

Oct 08, 2024
BUY
$45.2 - $47.87 $1.82 Million - $1.93 Million
40,294 New
40,294 $1.91 Million
Q4 2023

Jan 17, 2024
BUY
$43.09 - $46.83 $204,677 - $222,442
4,750 New
4,750 $221,000

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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