Heritage Family Offices, LLP Schwab Us Aggregate Bond ETF Transaction History

Heritage Family Offices, LLP

  • $194 Billion
  • Q3 2024

A detailed history of Heritage Family Offices, LLP transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Heritage Family Offices, LLP holds 15,372 shares of SCHZ stock, worth $347,868. This represents 0.38% of its overall portfolio holdings.

Number of Shares
15,372
Previous 12,410 23.87%
Holding current value
$347,868
Previous $566 Million 29.14%
% of portfolio
0.38%
Previous 0.31%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024
BUY
$45.2 - $47.87 $133,882 - $141,790
2,962 Added 23.87%
15,372 $730 Million
Q2 2024

Aug 01, 2024
BUY
$44.66 - $45.99 $554,230 - $570,735
12,410 New
12,410 $566 Million

Others Institutions Holding SCHZ

# of Institutions
628
Shares Held
83M
Call Options Held
100
Put Options Held
0
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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