Smart Portfolios, LLC Schwab Us Aggregate Bond ETF Transaction History

Smart Portfolios, LLC

  • $94 Million
  • Q3 2025

A detailed history of Smart Portfolios, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Smart Portfolios, LLC holds 64,000 shares of SCHZ stock, worth $1.5 Million. This represents 1.6% of its overall portfolio holdings.

Number of Shares
64,000
Previous 64,280 0.44%
Holding current value
$1.5 Million
Previous $1.49 Million 0.6%
% of portfolio
1.6%
Previous 1.66%

Shares

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

Oct 30, 2025
SELL
$22.9 - $23.58 $6,412 - $6,602
-280 Reduced 0.44%
64,000 $1.5 Million
Q4 2024

Feb 07, 2025
BUY
$22.63 - $47.53 $727,328 - $1.53 Million
32,140 Added 100.0%
64,280 $1.46 Million
Q2 2024

Jul 22, 2024
BUY
$44.66 - $45.99 $37,291 - $38,401
835 Added 2.67%
32,140 $1.46 Million
Q1 2024

May 01, 2024
BUY
$45.44 - $46.67 $1.42 Million - $1.46 Million
31,305 New
31,305 $1.44 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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