Novus Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History

Novus Advisors, LLC

  • $43.6 Billion
  • Q3 2025

A detailed history of Novus Advisors, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Novus Advisors, LLC holds 37,387 shares of SCHZ stock, worth $874,855. This represents 2.01% of its overall portfolio holdings.

Number of Shares
37,387
Previous 39,986 6.5%
Holding current value
$874,855
Previous $929 Million 5.57%
% of portfolio
2.01%
Previous 1.42%

Shares

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

Nov 13, 2025
SELL
$22.9 - $23.58 $59,517 - $61,284
-2,599 Reduced 6.5%
37,387 $877 Million
Q2 2025

Aug 14, 2025
SELL
$22.68 - $23.28 $36,378 - $37,341
-1,604 Reduced 3.86%
39,986 $929 Million
Q1 2025

May 08, 2025
BUY
$22.46 - $23.26 $50,422 - $52,218
2,245 Added 5.71%
41,590 $963 Million
Q4 2024

Feb 06, 2025
BUY
$22.63 - $47.53 $890,377 - $1.87 Million
39,345 New
39,345 $893 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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