Alera Investment Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History

Alera Investment Advisors, LLC

  • $838 Million
  • Q3 2024

A detailed history of Alera Investment Advisors, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Alera Investment Advisors, LLC holds 645,468 shares of SCHZ stock, worth $14.7 Million. This represents 3.66% of its overall portfolio holdings.

Number of Shares
645,468
Previous 269,879 139.17%
Holding current value
$14.7 Million
Previous $12.3 Million 149.35%
% of portfolio
3.66%
Previous 1.5%

Shares

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

Nov 14, 2024
BUY
$45.2 - $47.87 $17 Million - $18 Million
375,589 Added 139.17%
645,468 $30.7 Million
Q2 2024

Aug 13, 2024
BUY
$44.66 - $45.99 $12.1 Million - $12.4 Million
269,879 New
269,879 $12.3 Million

Others Institutions Holding SCHZ

# of Institutions
630
Shares Held
105M
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
Track This Portfolio

Track Alera Investment Advisors, LLC Portfolio

Follow Alera Investment Advisors, LLC 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 Alera Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Alera Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email