Glass Jacobson Investment Advisors LLC Schwab Us Aggregate Bond ETF Transaction History

Glass Jacobson Investment Advisors LLC

  • $305 Billion
  • Q4 2024

A detailed history of Glass Jacobson Investment Advisors LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Glass Jacobson Investment Advisors LLC holds 6,500 shares of SCHZ stock, worth $150,670. This represents 0.05% of its overall portfolio holdings.

Number of Shares
6,500
Previous 3,250 100.0%
Holding current value
$150,670
Previous $154 Million 4.46%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Feb 13, 2025
BUY
$22.63 - $47.53 $73,547 - $154,472
3,250 Added 100.0%
6,500 $148 Million
Q1 2024

Apr 26, 2024
BUY
$45.44 - $46.67 $147,680 - $151,677
3,250 New
3,250 $150 Million

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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