Beacon Financial Group Schwab Us Aggregate Bond ETF Transaction History

Beacon Financial Group

  • $886 Million
  • Q4 2024

A detailed history of Beacon Financial Group transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Beacon Financial Group holds 37,631 shares of SCHZ stock, worth $871,157. This represents 0.1% of its overall portfolio holdings.

Number of Shares
37,631
Previous 18,808 100.08%
Holding current value
$871,157
Previous $893,000 4.37%
% of portfolio
0.1%
Previous 0.1%

Shares

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

Jan 29, 2025
BUY
$22.63 - $47.53 $425,964 - $894,657
18,823 Added 100.08%
37,631 $854,000
Q3 2024

Nov 12, 2024
SELL
$45.2 - $47.87 $5,378 - $5,696
-119 Reduced 0.63%
18,808 $893,000
Q2 2024

Aug 06, 2024
BUY
$44.66 - $45.99 $45,151 - $46,495
1,011 Added 5.64%
18,927 $862,000
Q1 2024

May 07, 2024
SELL
$45.44 - $46.67 $93,288 - $95,813
-2,053 Reduced 10.28%
17,916 $824,000
Q4 2023

Feb 23, 2024
BUY
$43.09 - $46.83 $860,464 - $935,148
19,969 New
19,969 $930,000

Others Institutions Holding SCHZ

# of Institutions
681
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
Track This Portfolio

Track Beacon Financial Group Portfolio

Follow Beacon Financial Group 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 Beacon Financial Group, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Financial Group with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email