Heritage Family Offices, LLP Schwab Us Aggregate Bond ETF Transaction History

Heritage Family Offices, LLP

  • $215 Billion
  • Q3 2025

A detailed history of Heritage Family Offices, LLP transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Heritage Family Offices, LLP holds 48,016 shares of SCHZ stock, worth $1.12 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares
48,016
Previous 49,012 2.03%
Holding current value
$1.12 Million
Previous $1.13 Billion 0.59%
% of portfolio
0.52%
Previous 0.57%

Shares

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

Oct 07, 2025
SELL
$22.9 - $23.58 $22,808 - $23,485
-996 Reduced 2.03%
48,016 $1.13 Billion
Q1 2025

Apr 10, 2025
BUY
$22.46 - $23.26 $225,116 - $233,134
10,023 Added 25.71%
49,012 $1.14 Billion
Q4 2024

Jan 14, 2025
BUY
$22.63 - $47.53 $534,452 - $1.12 Million
23,617 Added 153.64%
38,989 $885 Million
Q3 2024

Oct 16, 2024
BUY
$45.2 - $47.87 $133,882 - $141,790
2,962 Added 23.87%
15,372 $730 Million
Q2 2024

Aug 01, 2024
BUY
$44.66 - $45.99 $554,230 - $570,735
12,410 New
12,410 $566 Million

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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