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

Kingswood Wealth Advisors, LLC

  • $1.65 Trillion
  • Q3 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 31,929 shares of SCHZ stock, worth $747,138. This represents 0.05% of its overall portfolio holdings.

Number of Shares
31,929
Previous 21,886 45.89%
Holding current value
$747,138
Previous $509 Million 47.33%
% of portfolio
0.05%
Previous 0.04%

Shares

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

Oct 23, 2025
BUY
$22.9 - $23.58 $229,984 - $236,813
10,043 Added 45.89%
31,929 $749 Million
Q2 2025

Jul 23, 2025
BUY
$22.68 - $23.28 $126,282 - $129,623
5,568 Added 34.12%
21,886 $509 Million
Q1 2025

Jul 25, 2025
SELL
$22.46 - $23.26 $125,057 - $129,511
-5,568 Reduced 25.44%
16,318 $378 Million
Q1 2025

Apr 21, 2025
BUY
$22.46 - $23.26 $2,740 - $2,837
122 Added 0.75%
16,318 $378 Million
Q4 2024

Jan 22, 2025
BUY
$22.63 - $47.53 $252,980 - $531,337
11,179 Added 222.82%
16,196 $368 Million
Q3 2024

Oct 21, 2024
BUY
$45.2 - $47.87 $226,768 - $240,163
5,017 New
5,017 $238 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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