Heritage Oak Wealth Advisors LLC Schwab Us Aggregate Bond ETF Transaction History

Heritage Oak Wealth Advisors LLC

  • $275 Billion
  • Q3 2025

A detailed history of Heritage Oak Wealth Advisors LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 16,778 shares of SCHZ stock, worth $392,605. This represents 0.14% of its overall portfolio holdings.

Number of Shares
16,778
Previous 16,468 1.88%
Holding current value
$392,605
Previous $383 Million 2.89%
% of portfolio
0.14%
Previous 0.15%

Shares

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

Oct 20, 2025
BUY
$22.9 - $23.58 $7,099 - $7,309
310 Added 1.88%
16,778 $394 Million
Q2 2025

Jul 15, 2025
SELL
$22.68 - $23.28 $9,117 - $9,358
-402 Reduced 2.38%
16,468 $383 Million
Q1 2025

Apr 28, 2025
SELL
$22.46 - $23.26 $8,849 - $9,164
-394 Reduced 2.28%
16,870 $391 Million
Q4 2024

Feb 05, 2025
BUY
$22.63 - $47.53 $390,684 - $820,557
17,264 New
17,264 $392 Million
Q2 2024

Aug 28, 2024
BUY
$44.66 - $45.99 $364,827 - $375,692
8,169 New
8,169 $372 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
Track This Portfolio

Track Heritage Oak Wealth Advisors LLC Portfolio

Follow Heritage Oak Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Oak Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Oak Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email