Values Added Financial LLC Schwab Us Aggregate Bond ETF Transaction History

Values Added Financial LLC

  • $225 Billion
  • Q3 2025

A detailed history of Values Added Financial LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Values Added Financial LLC holds 19,541 shares of SCHZ stock, worth $457,259. This represents 0.2% of its overall portfolio holdings.

Number of Shares
19,541
Previous 19,541 -0.0%
Holding current value
$457,259
Previous $454 Million 0.99%
% of portfolio
0.2%
Previous 0.22%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 23, 2025
SELL
$22.68 - $23.28 $2.32 Million - $2.39 Million
-102,506 Reduced 83.99%
19,541 $454 Million
Q1 2025

Apr 28, 2025
BUY
$22.46 - $23.26 $1.36 Million - $1.4 Million
60,354 Added 97.83%
122,047 $2.83 Billion
Q4 2024

Jan 29, 2025
BUY
$22.63 - $47.53 $1.4 Million - $2.93 Million
61,693 New
61,693 $1.4 Billion
Q1 2024

Apr 25, 2024
BUY
$45.44 - $46.67 $372,517 - $382,600
8,198 New
8,198 $377 Million
Q3 2023

Oct 19, 2023
BUY
$44.14 - $46.33 $698,118 - $732,755
15,816 Added 129.19%
28,058 $1.24 Billion
Q2 2023

Jul 24, 2023
BUY
$45.86 - $47.33 $561,418 - $579,413
12,242 New
12,242 $565 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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