Oregon Pacific Wealth Management, LLC Schwab Us Aggregate Bond ETF Transaction History

Oregon Pacific Wealth Management, LLC

  • $116 Billion
  • Q3 2025

A detailed history of Oregon Pacific Wealth Management, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Oregon Pacific Wealth Management, LLC holds 15,083 shares of SCHZ stock, worth $352,942. This represents 0.31% of its overall portfolio holdings.

Number of Shares
15,083
Previous 16,597 9.12%
Holding current value
$352,942
Previous $386 Million 8.22%
% of portfolio
0.31%
Previous 0.37%

Shares

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

Oct 22, 2025
SELL
$22.9 - $23.58 $34,670 - $35,700
-1,514 Reduced 9.12%
15,083 $354 Million
Q2 2025

Jul 15, 2025
BUY
$22.68 - $23.28 $31,978 - $32,824
1,410 Added 9.28%
16,597 $386 Million
Q1 2025

Apr 28, 2025
SELL
$22.46 - $23.26 $57,946 - $60,010
-2,580 Reduced 14.52%
15,187 $352 Million
Q4 2024

Jan 24, 2025
BUY
$22.63 - $47.53 $402,067 - $844,465
17,767 New
17,767 $403 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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