Forum Financial Management, LP Schwab Us Aggregate Bond ETF Transaction History

Forum Financial Management, LP

  • $6.66 Billion
  • Q4 2025

A detailed history of Forum Financial Management, LP transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Forum Financial Management, LP holds 9,237 shares of SCHZ stock, worth $216,145. This represents 0.0% of its overall portfolio holdings.

Number of Shares
9,237
Previous 9,102 1.48%
Holding current value
$216,145
Previous $213,000 1.41%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jan 27, 2026
BUY
$23.37 - $23.7 $3,154 - $3,199
135 Added 1.48%
9,237 $216,000
Q3 2025

Oct 24, 2025
BUY
$22.9 - $23.58 $208,435 - $214,625
9,102 New
9,102 $213,000

Others Institutions Holding SCHZ

# of Institutions
721
Shares Held
182M
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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