Simplicity Wealth,Llc Schwab Us Aggregate Bond ETF Transaction History

Simplicity Wealth,Llc

  • $1.59 Billion
  • Q3 2025

A detailed history of Simplicity Wealth,Llc transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Simplicity Wealth,Llc holds 105,038 shares of SCHZ stock, worth $2.46 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
105,038
Previous 24,216 333.75%
Holding current value
$2.46 Million
Previous $560,000 340.18%
% of portfolio
0.16%
Previous 0.02%

Shares

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

Oct 30, 2025
BUY
$22.9 - $23.58 $1.85 Million - $1.91 Million
80,822 Added 333.75%
105,038 $2.47 Million
Q2 2025

Jul 22, 2025
BUY
$22.68 - $23.28 $341,901 - $350,946
15,075 Added 164.92%
24,216 $560,000
Q1 2025

Apr 14, 2025
BUY
$22.46 - $23.26 $205,306 - $212,619
9,141 New
9,141 $211,000
Q3 2024

Oct 09, 2024
SELL
$45.2 - $47.87 $128,232 - $135,807
-2,837 Reduced 31.13%
6,275 $298,000
Q2 2024

Jul 10, 2024
BUY
$44.66 - $45.99 $10,093 - $10,393
226 Added 2.54%
9,112 $415,000
Q1 2024

Apr 24, 2024
BUY
$45.44 - $46.67 $92,697 - $95,206
2,040 Added 29.8%
8,886 $408,000
Q4 2023

Jan 29, 2024
BUY
$43.09 - $46.83 $294,994 - $320,598
6,846 New
6,846 $319,000

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
Track This Portfolio

Track Simplicity Wealth,Llc Portfolio

Follow Simplicity Wealth,Llc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Simplicity Wealth,Llc, based on Form 13F filings with the SEC.

News

Stay updated on Simplicity Wealth,Llc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email