Oliver Lagore Vanvalin Investment Group Schwab Us Aggregate Bond ETF Transaction History

Oliver Lagore Vanvalin Investment Group

  • $359 Million
  • Q3 2024

A detailed history of Oliver Lagore Vanvalin Investment Group transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Oliver Lagore Vanvalin Investment Group holds 135 shares of SCHZ stock, worth $3,129. This represents 0.0% of its overall portfolio holdings.

Number of Shares
135
Previous 131 3.05%
Holding current value
$3,129
Previous $5,000 20.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 04, 2024
BUY
$45.2 - $47.87 $180 - $191
4 Added 3.05%
135 $6,000
Q2 2024

Aug 15, 2024
SELL
$44.66 - $45.99 $580 - $597
-13 Reduced 9.03%
131 $5,000
Q1 2024

May 15, 2024
SELL
$45.44 - $46.67 $6,043 - $6,207
-133 Reduced 48.01%
144 $6,000
Q4 2023

Jan 31, 2024
SELL
$43.09 - $46.83 $65,410 - $71,087
-1,518 Reduced 84.57%
277 $12,000
Q3 2023

Nov 09, 2023
SELL
$44.14 - $46.33 $17,700 - $18,578
-401 Reduced 18.26%
1,795 $79,000
Q2 2023

Aug 08, 2023
BUY
$45.86 - $47.33 $504 - $520
11 Added 0.5%
2,196 $101,000
Q1 2023

Jun 20, 2023
BUY
$45.33 - $47.44 $37,351 - $39,090
824 Added 60.54%
2,185 $102,000
Q4 2022

Mar 02, 2023
SELL
$44.04 - $47.03 $16,691 - $17,824
-379 Reduced 21.78%
1,361 $62,000
Q3 2022

Nov 15, 2022
SELL
$44.98 - $49.09 $21,365 - $23,317
-475 Reduced 21.44%
1,740 $79,000
Q2 2022

Aug 16, 2022
BUY
$46.62 - $50.36 $75,990 - $82,086
1,630 Added 278.63%
2,215 $106,000
Q1 2022

Jun 17, 2022
BUY
$50.05 - $53.52 $29,279 - $31,309
585 New
585 $39,000

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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