Srs Capital Advisors, Inc. Schwab Us Aggregate Bond ETF Transaction History

Srs Capital Advisors, Inc.

  • $1.5 Billion
  • Q4 2024

A detailed history of Srs Capital Advisors, Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Srs Capital Advisors, Inc. holds 52,498 shares of SCHZ stock, worth $1.2 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
52,498
Holding current value
$1.2 Million
% of portfolio
0.08%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025
BUY
$22.63 - $47.53 $1.19 Million - $2.5 Million
52,498 New
52,498 $1.19 Million
Q4 2023

Feb 06, 2024
BUY
$43.09 - $46.83 $229,885 - $249,838
5,335 New
5,335 $248,000
Q3 2022

Nov 03, 2022
BUY
$44.98 - $49.09 $39,897 - $43,542
887 New
887 $40,000
Q4 2020

Feb 03, 2021
SELL
$55.56 - $56.23 $16,112 - $16,306
-290 Closed
0 $0
Q3 2020

Nov 12, 2020
BUY
$56.07 - $56.92 $16,260 - $16,506
290 New
290 $16,000
Q2 2020

Aug 06, 2020
SELL
$54.35 - $56.24 $10,652 - $11,023
-196 Closed
0 $0
Q1 2020

May 13, 2020
BUY
$50.33 - $56.09 $9,864 - $10,993
196 New
196 $11,000

Others Institutions Holding SCHZ

# of Institutions
678
Shares Held
163M
Call Options Held
200
Put Options Held
1.5K
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 Srs Capital Advisors, Inc. Portfolio

Follow Srs Capital Advisors, Inc. 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 Srs Capital Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Srs Capital Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email