Shared Vision Wealth Group LLC Schwab Us Aggregate Bond ETF Transaction History

Shared Vision Wealth Group LLC

  • $187 Billion
  • Q3 2024

A detailed history of Shared Vision Wealth Group LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 26,079 shares of SCHZ stock, worth $590,167. This represents 0.66% of its overall portfolio holdings.

Number of Shares
26,079
Previous 26,212 0.51%
Holding current value
$590,167
Previous $1.19 Billion 3.73%
% of portfolio
0.66%
Previous 0.7%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$45.2 - $47.87 $6,011 - $6,366
-133 Reduced 0.51%
26,079 $1.24 Billion
Q2 2024

Jul 23, 2024
BUY
$44.66 - $45.99 $495,011 - $509,753
11,084 Added 73.27%
26,212 $1.19 Billion
Q1 2024

May 06, 2024
SELL
$45.44 - $46.67 $60,162 - $61,791
-1,324 Reduced 8.05%
15,128 $696 Million
Q4 2023

Feb 07, 2024
BUY
$43.09 - $46.83 $708,916 - $770,447
16,452 New
16,452 $767 Million

Others Institutions Holding SCHZ

# of Institutions
628
Shares Held
83M
Call Options Held
100
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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