Regimen Wealth, LLC Schwab Us Aggregate Bond ETF Transaction History

Regimen Wealth, LLC

  • $337 Billion
  • Q3 2025

A detailed history of Regimen Wealth, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Regimen Wealth, LLC holds 12,779 shares of SCHZ stock, worth $299,028. This represents 0.09% of its overall portfolio holdings.

Number of Shares
12,779
Previous 12,650 1.02%
Holding current value
$299,028
Previous $294 Million 2.02%
% of portfolio
0.09%
Previous 0.09%

Shares

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

Nov 12, 2025
BUY
$22.9 - $23.58 $2,954 - $3,041
129 Added 1.02%
12,779 $300 Million
Q2 2025

Aug 06, 2025
BUY
$22.68 - $23.28 $2,903 - $2,979
128 Added 1.02%
12,650 $294 Million
Q1 2025

May 14, 2025
BUY
$22.46 - $23.26 $1,976 - $2,046
88 Added 0.71%
12,522 $290 Million
Q4 2024

Feb 13, 2025
BUY
$22.63 - $47.53 $145,352 - $305,285
6,423 Added 106.85%
12,434 $282 Million
Q3 2024

Nov 13, 2024
BUY
$45.2 - $47.87 $2,576 - $2,728
57 Added 0.96%
6,011 $286 Million
Q2 2024

Aug 14, 2024
BUY
$44.66 - $45.99 $265,905 - $273,824
5,954 New
5,954 $271 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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