Dhjj Financial Advisors, Ltd. Schwab Us Aggregate Bond ETF Transaction History

Dhjj Financial Advisors, Ltd.

  • $229 Million
  • Q4 2024

A detailed history of Dhjj Financial Advisors, Ltd. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Dhjj Financial Advisors, Ltd. holds 1,631 shares of SCHZ stock, worth $37,725. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,631
Previous 811 101.11%
Holding current value
$37,725
Previous $38,000 2.63%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Jan 29, 2025
BUY
$22.63 - $47.53 $18,556 - $38,974
820 Added 101.11%
1,631 $37,000
Q3 2024

Oct 22, 2024
SELL
$45.2 - $47.87 $6,328 - $6,701
-140 Reduced 14.72%
811 $38,000
Q2 2024

Jul 11, 2024
BUY
$44.66 - $45.99 $223 - $229
5 Added 0.53%
951 $43,000
Q1 2024

Apr 11, 2024
BUY
$45.44 - $46.67 $136 - $140
3 Added 0.32%
946 $43,000
Q4 2023

Jan 29, 2024
BUY
$43.09 - $46.83 $258 - $280
6 Added 0.64%
943 $43,000
Q3 2023

Oct 10, 2023
BUY
$44.14 - $46.33 $41,359 - $43,411
937 New
937 $41,000

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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