M1 Capital Management LLC Schwab Us Aggregate Bond ETF Transaction History

M1 Capital Management LLC

  • $232 Billion
  • Q3 2025

A detailed history of M1 Capital Management LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, M1 Capital Management LLC holds 102,399 shares of SCHZ stock, worth $2.4 Million. This represents 1.04% of its overall portfolio holdings.

Number of Shares
102,399
Previous 101,422 0.96%
Holding current value
$2.4 Million
Previous $2.36 Billion 1.96%
% of portfolio
1.04%
Previous 1.19%

Shares

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

Nov 12, 2025
BUY
$22.9 - $23.58 $22,373 - $23,037
977 Added 0.96%
102,399 $2.4 Billion
Q2 2025

Jul 24, 2025
SELL
$22.68 - $23.28 $34,655 - $35,571
-1,528 Reduced 1.48%
101,422 $2.36 Billion
Q1 2025

May 06, 2025
BUY
$22.46 - $23.26 $261,614 - $270,932
11,648 Added 12.76%
102,950 $2.38 Billion
Q4 2024

Mar 19, 2025
BUY
$22.63 - $47.53 $2.07 Million - $4.34 Million
91,302 New
91,302 $2.07 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
Track This Portfolio

Track M1 Capital Management LLC Portfolio

Follow M1 Capital Management 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 M1 Capital Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on M1 Capital Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email