Cwc Advisors, Llc. Schwab Us Aggregate Bond ETF Transaction History

Cwc Advisors, Llc.

  • $100 Billion
  • Q4 2024

A detailed history of Cwc Advisors, Llc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Cwc Advisors, Llc. holds 30,355 shares of SCHZ stock, worth $698,165. This represents 0.69% of its overall portfolio holdings.

Number of Shares
30,355
Previous 15,841 91.62%
Holding current value
$698,165
Previous $753 Million 8.46%
% of portfolio
0.69%
Previous 0.74%

Shares

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

Mar 18, 2025
BUY
$22.63 - $47.53 $328,451 - $689,850
14,514 Added 91.62%
30,355 $689 Million
Q3 2024

Oct 23, 2024
BUY
$45.2 - $47.87 $716,013 - $758,308
15,841 New
15,841 $753 Million

Others Institutions Holding SCHZ

# of Institutions
684
Shares Held
165M
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 Cwc Advisors, Llc. Portfolio

Follow Cwc 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 Cwc Advisors, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Cwc Advisors, Llc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email