Assetmark, Inc Schwab Us Aggregate Bond ETF Transaction History

Assetmark, Inc

  • $36.4 Billion
  • Q4 2024

A detailed history of Assetmark, Inc transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Assetmark, Inc holds 293 shares of SCHZ stock, worth $6,791. This represents 0.0% of its overall portfolio holdings.

Number of Shares
293
Previous 453 35.32%
Holding current value
$6,791
Previous $21,000 71.43%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Feb 06, 2025
SELL
$22.63 - $47.53 $3,620 - $7,604
-160 Reduced 35.32%
293 $6,000
Q3 2024

Nov 01, 2024
BUY
$45.2 - $47.87 $18,667 - $19,770
413 Added 1032.5%
453 $21,000
Q2 2024

Aug 13, 2024
BUY
$44.66 - $45.99 $1,786 - $1,839
40 New
40 $1,000
Q2 2021

Aug 16, 2021
SELL
$53.9 - $54.6 $7,222 - $7,316
-134 Closed
0 $0
Q1 2021

May 14, 2021
SELL
$53.75 - $55.97 $26,552 - $27,649
-494 Reduced 78.66%
134 $7,000
Q4 2020

Feb 10, 2021
BUY
$55.56 - $56.23 $34,891 - $35,312
628 New
628 $35,000

Others Institutions Holding SCHZ

# of Institutions
682
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
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