Sonoma Private Wealth LLC Schwab Us Aggregate Bond ETF Transaction History

Sonoma Private Wealth LLC

$83.7 Billion
Q3 2025

A detailed history of Sonoma Private Wealth LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Sonoma Private Wealth LLC holds 30,179 shares of SCHZ stock, worth $706,188. This represents 0.85% of its overall portfolio holdings.

Number of Shares

30,179

Previous 29,956 0.74%

Holding current value

$706,188

Previous $696 Million 1.74%

% of portfolio

0.85%

Previous 0.85%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$22.9 - $23.58 $5,106 - $5,258	223 Added 0.74%	30,179 $708 Million
Q1 2025 May 15, 2025	SELL	$22.46 - $23.26 $5,165 - $5,349	-230 Reduced 0.76%	29,956 $694 Million
Q4 2024 Feb 06, 2025	BUY	$22.63 - $47.53 $404,081 - $848,695	17,856 Added 144.82%	30,186 $685 Million
Q3 2024 Oct 17, 2024	BUY	$45.2 - $47.87 $52,838 - $55,960	1,169 Added 10.47%	12,330 $586 Million
Q2 2024 Aug 14, 2024	BUY	$44.66 - $45.99 $61,184 - $63,006	1,370 Added 13.99%	11,161 $509 Million

Q1 2024 May 09, 2024	BUY	$45.44 - $46.67 $191,484 - $196,667	4,214 Added 75.56%	9,791 $450 Million
Q4 2023 Feb 12, 2024	BUY	$43.09 - $46.83 $240,312 - $261,170	5,577 New	5,577 $260 Million

Others Institutions Holding SCHZ

# of Institutions

707

Shares Held

174M

Call Options Held

Put Options Held

View Full List

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
Sector ETFs
Industry ETFs

More about SCHZ

Track This Portfolio

Portfolio Update

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

News

Stay updated on Sonoma Private Wealth LLC with notifications on news.

Account

Sonoma Private Wealth LLC Schwab Us Aggregate Bond ETF Transaction History