New Edge Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History

New Edge Advisors, LLC

  • $20.5 Billion
  • Q3 2025

A detailed history of New Edge Advisors, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, New Edge Advisors, LLC holds 10,813 shares of SCHZ stock, worth $253,024. This represents 0.0% of its overall portfolio holdings.

Number of Shares
10,813
Previous 12,432 13.02%
Holding current value
$253,024
Previous $288,000 12.15%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2025
SELL
$22.9 - $23.58 $37,075 - $38,176
-1,619 Reduced 13.02%
10,813 $253,000
Q2 2025

Aug 14, 2025
SELL
$22.68 - $23.28 $6,622 - $6,797
-292 Reduced 2.29%
12,432 $288,000
Q1 2025

May 15, 2025
SELL
$22.46 - $23.26 $1,729 - $1,791
-77 Reduced 0.6%
12,724 $294,000
Q4 2024

Feb 13, 2025
BUY
$22.63 - $47.53 $172,236 - $361,750
7,611 Added 146.65%
12,801 $290,000
Q3 2024

Nov 14, 2024
BUY
$45.2 - $47.87 $217,050 - $229,871
4,802 Added 1237.63%
5,190 $246,000
Q2 2024

Aug 15, 2024
SELL
$44.66 - $45.99 $9,021 - $9,289
-202 Reduced 34.24%
388 $17,000
Q1 2024

May 14, 2024
SELL
$45.44 - $46.67 $1.82 Million - $1.87 Million
-40,019 Reduced 98.55%
590 $27,000
Q4 2023

Feb 13, 2024
BUY
$43.09 - $46.83 $1.73 Million - $1.88 Million
40,214 Added 10180.76%
40,609 $1.89 Million
Q3 2023

Nov 14, 2023
SELL
$44.14 - $46.33 $43,831 - $46,005
-993 Reduced 71.54%
395 $17,000
Q2 2023

Aug 14, 2023
BUY
$45.86 - $47.33 $91 - $94
2 Added 0.14%
1,388 $64,000
Q1 2023

May 12, 2023
BUY
$45.33 - $47.44 $37,397 - $39,138
825 Added 147.06%
1,386 $65,000
Q4 2022

Feb 14, 2023
BUY
$44.04 - $47.03 $24,706 - $26,383
561 New
561 $25,000

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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