Wealth Trak Capital Management LLC Schwab Us Aggregate Bond ETF Transaction History

Wealth Trak Capital Management LLC

  • $121 Billion
  • Q3 2025

A detailed history of Wealth Trak Capital Management LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Wealth Trak Capital Management LLC holds 56,758 shares of SCHZ stock, worth $1.33 Million. This represents 1.1% of its overall portfolio holdings.

Number of Shares
56,758
Previous 40,165 41.31%
Holding current value
$1.33 Million
Previous $930 Million 43.2%
% of portfolio
1.1%
Previous 0.8%

Shares

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

Nov 14, 2025
BUY
$22.9 - $23.58 $379,979 - $391,262
16,593 Added 41.31%
56,758 $1.33 Billion
Q1 2025

May 15, 2025
BUY
$22.46 - $23.26 $26,996 - $27,958
1,202 Added 3.08%
40,165 $930 Million
Q4 2024

Feb 12, 2025
BUY
$22.63 - $47.53 $881,732 - $1.85 Million
38,963 New
38,963 $884 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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