Portside Wealth Group, LLC Schwab Us Aggregate Bond ETF Transaction History

Portside Wealth Group, LLC

  • $726 Billion
  • Q3 2025

A detailed history of Portside Wealth Group, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Portside Wealth Group, LLC holds 15,444 shares of SCHZ stock, worth $361,389. This represents 0.05% of its overall portfolio holdings.

Number of Shares
15,444
Previous 15,510 0.43%
Holding current value
$361,389
Previous $360 Million 0.56%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Nov 05, 2025
SELL
$22.9 - $23.58 $1,511 - $1,556
-66 Reduced 0.43%
15,444 $362 Million
Q2 2025

Aug 11, 2025
SELL
$22.68 - $23.28 $3,129 - $3,212
-138 Reduced 0.88%
15,510 $360 Million
Q1 2025

Apr 10, 2025
BUY
$22.46 - $23.26 $172,560 - $178,706
7,683 Added 96.46%
15,648 $355 Million
Q3 2024

Oct 31, 2024
SELL
$45.2 - $47.87 $157,928 - $167,257
-3,494 Reduced 30.49%
7,965 $379 Million
Q2 2024

Jul 18, 2024
SELL
$44.66 - $45.99 $205,078 - $211,186
-4,592 Reduced 28.61%
11,459 $522 Million
Q1 2024

Apr 17, 2024
BUY
$45.44 - $46.67 $729,357 - $749,100
16,051 New
16,051 $738 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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