Burns J W & CO Inc Schwab Us Aggregate Bond ETF Transaction History

Burns J W & CO Inc

  • $768 Million
  • Q1 2025

A detailed history of Burns J W & CO Inc transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Burns J W & CO Inc holds 14,384 shares of SCHZ stock, worth $332,701. This represents 0.04% of its overall portfolio holdings.

Number of Shares
14,384
Previous 14,000 2.74%
Holding current value
$332,701
Previous $317,000 4.73%
% of portfolio
0.04%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 08, 2025
BUY
$22.46 - $23.26 $8,624 - $8,931
384 Added 2.74%
14,384 $332,000
Q4 2024

Jan 13, 2025
BUY
$22.63 - $47.53 $158,410 - $332,710
7,000 Added 100.0%
14,000 $317,000
Q3 2023

Nov 13, 2023
BUY
$44.14 - $46.33 $308,980 - $324,310
7,000 New
7,000 $309,000

Others Institutions Holding SCHZ

# of Institutions
687
Shares Held
167M
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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