Momentum Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History

Momentum Advisors, LLC

  • $96.6 Million
  • Q4 2022

A detailed history of Momentum Advisors, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Momentum Advisors, LLC holds 24,782 shares of SCHZ stock, worth $567,259. This represents 1.17% of its overall portfolio holdings.

Number of Shares
24,782
Previous 18,828 31.62%
Holding current value
$567,259
Previous $853,000 32.59%
% of portfolio
1.17%
Previous 0.94%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 14, 2023
BUY
$44.04 - $47.03 $262,214 - $280,016
5,954 Added 31.62%
24,782 $1.13 Million
Q3 2022

Nov 10, 2022
BUY
$44.98 - $49.09 $39,762 - $43,395
884 Added 4.93%
18,828 $853,000
Q2 2022

Jul 22, 2022
BUY
$46.62 - $50.36 $836,549 - $903,659
17,944 New
17,944 $859,000

Others Institutions Holding SCHZ

# of Institutions
675
Shares Held
162M
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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