Haven Private, LLC Schwab Us Aggregate Bond ETF Transaction History

Haven Private, LLC

  • $226 Billion
  • Q3 2025

A detailed history of Haven Private, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Haven Private, LLC holds 21,214 shares of SCHZ stock, worth $496,407. This represents 0.22% of its overall portfolio holdings.

Number of Shares
21,214
Previous 35,518 40.27%
Holding current value
$496,407
Previous $825 Million 39.68%
% of portfolio
0.22%
Previous 0.37%

Shares

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

Nov 06, 2025
SELL
$22.9 - $23.58 $327,561 - $337,288
-14,304 Reduced 40.27%
21,214 $498 Million
Q2 2025

Aug 04, 2025
SELL
$22.68 - $23.28 $161,867 - $166,149
-7,137 Reduced 16.73%
35,518 $825 Million
Q1 2025

May 09, 2025
SELL
$22.46 - $23.26 $62,596 - $64,825
-2,787 Reduced 6.13%
42,655 $988 Million
Q4 2024

Feb 06, 2025
BUY
$22.63 - $47.53 $1.03 Million - $2.16 Million
45,442 New
45,442 $1.03 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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