Sax Wealth Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History

Sax Wealth Advisors, LLC

  • $2.07 Billion
  • Q4 2025

A detailed history of Sax Wealth Advisors, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 18,482 shares of SCHZ stock, worth $432,478. This represents 0.02% of its overall portfolio holdings.

Number of Shares
18,482
Previous 19,302 4.25%
Holding current value
$432,478
Previous $453,000 4.64%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 12, 2026
SELL
$23.37 - $23.7 $19,163 - $19,434
-820 Reduced 4.25%
18,482 $432,000
Q3 2025

Oct 20, 2025
BUY
$22.9 - $23.58 $28,831 - $29,687
1,259 Added 6.98%
19,302 $453,000
Q2 2025

Jul 23, 2025
BUY
$22.68 - $23.28 $53,592 - $55,010
2,363 Added 15.07%
18,043 $419,000
Q1 2025

May 14, 2025
BUY
$22.46 - $23.26 $352,172 - $364,716
15,680 New
15,680 $363,000

Others Institutions Holding SCHZ

# of Institutions
705
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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