Ahl Investment Management, Inc. Schwab Us Aggregate Bond ETF Transaction History

Ahl Investment Management, Inc.

$143 Million
Q4 2024

A detailed history of Ahl Investment Management, Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Ahl Investment Management, Inc. holds 26,243 shares of SCHZ stock, worth $599,127. This represents 0.42% of its overall portfolio holdings.

Number of Shares

26,243

Previous 8,349 214.33%

Holding current value

$599,127

Previous $396,000 50.25%

% of portfolio

0.42%

Previous 0.27%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	BUY	$22.63 - $47.53 $404,941 - $850,501	17,894 Added 214.33%	26,243 $595,000
Q3 2024 Oct 30, 2024	BUY	$45.2 - $47.87 $994 - $1,053	22 Added 0.26%	8,349 $396,000
Q2 2024 Jul 15, 2024	BUY	$44.66 - $45.99 $148,047 - $152,456	3,315 Added 66.14%	8,327 $379,000
Q4 2023 Jan 17, 2024	BUY	$43.09 - $46.83 $991 - $1,077	23 Added 0.46%	5,012 $233,000
Q3 2023 Oct 05, 2023	BUY	$44.14 - $46.33 $6,709 - $7,042	152 Added 3.14%	4,989 $220,000
Q2 2023 Jul 19, 2023	BUY	$45.86 - $47.33 $221,824 - $228,935	4,837 New	4,837 $223,000
Q2 2022 Jul 20, 2022	BUY	$46.62 - $50.36 $512 - $553	11 Added 0.26%	4,292 $205,000
Q1 2022 Apr 28, 2022	BUY	$50.05 - $53.52 $1,551 - $1,659	31 Added 0.73%	4,281 $216,000
Q4 2021 Feb 03, 2022	BUY	$53.63 - $54.52 $227,927 - $231,710	4,250 New	4,250 $229,000

Others Institutions Holding SCHZ

# of Institutions

638

Shares Held

110M

Call Options Held

100

Put Options Held

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About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
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Ahl Investment Management, Inc. Schwab Us Aggregate Bond ETF Transaction History