Bestgate Wealth Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History

Bestgate Wealth Advisors, LLC

  • $56.6 Billion
  • Q3 2025

A detailed history of Bestgate Wealth Advisors, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Bestgate Wealth Advisors, LLC holds 187,537 shares of SCHZ stock, worth $4.39 Million. This represents 7.77% of its overall portfolio holdings.

Number of Shares
187,537
Previous 182,547 2.73%
Holding current value
$4.39 Million
Previous $4.23 Billion 4.11%
% of portfolio
7.77%
Previous 8.76%

Shares

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

Oct 27, 2025
BUY
$22.9 - $23.58 $114,271 - $117,664
4,990 Added 2.73%
187,537 $4.4 Billion
Q1 2025

Apr 29, 2025
BUY
$22.46 - $23.26 $100,014 - $103,576
4,453 Added 2.5%
182,547 $4.23 Billion
Q4 2024

Feb 10, 2025
BUY
$22.63 - $47.53 $4.03 Million - $8.46 Million
178,094 New
178,094 $4.04 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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