American Capital Advisory, LLC Schwab Us Aggregate Bond ETF Transaction History

American Capital Advisory, LLC

  • $181 Billion
  • Q4 2024

A detailed history of American Capital Advisory, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, American Capital Advisory, LLC holds 15,596 shares of SCHZ stock, worth $353,717. This represents 0.2% of its overall portfolio holdings.

Number of Shares
15,596
Previous 9,819 58.83%
Holding current value
$353,717
Previous $467 Million 24.13%
% of portfolio
0.2%
Previous 0.27%

Shares

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

Jan 28, 2025
BUY
$22.63 - $47.53 $130,733 - $274,580
5,777 Added 58.83%
15,596 $354 Million
Q3 2024

Oct 30, 2024
SELL
$45.2 - $47.87 $316 - $335
-7 Reduced 0.07%
9,819 $467 Million
Q2 2024

Jul 29, 2024
SELL
$44.66 - $45.99 $11,254 - $11,589
-252 Reduced 2.5%
9,826 $458 Million
Q1 2024

Apr 29, 2024
BUY
$45.44 - $46.67 $11,450 - $11,760
252 Added 2.56%
10,078 $473 Million
Q4 2023

Apr 09, 2024
BUY
$43.09 - $46.83 $423,402 - $460,151
9,826 New
9,826 $458 Million

Others Institutions Holding SCHZ

# of Institutions
659
Shares Held
143M
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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