One Advisory Partners, LLC Schwab Us Aggregate Bond ETF Transaction History

One Advisory Partners, LLC

  • $221 Million
  • Q4 2024

A detailed history of One Advisory Partners, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, One Advisory Partners, LLC holds 13,524 shares of SCHZ stock, worth $310,646. This represents 0.14% of its overall portfolio holdings.

Number of Shares
13,524
Previous 6,762 100.0%
Holding current value
$310,646
Previous $321,000 4.67%
% of portfolio
0.14%
Previous 0.14%

Shares

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

Jan 21, 2025
BUY
$22.63 - $47.53 $153,024 - $321,397
6,762 Added 100.0%
13,524 $306,000
Q3 2024

Oct 17, 2024
SELL
$45.2 - $47.87 $29,425 - $31,163
-651 Reduced 8.78%
6,762 $321,000
Q2 2024

Jul 23, 2024
BUY
$44.66 - $45.99 $136,302 - $140,361
3,052 Added 69.98%
7,413 $337,000
Q4 2023

Jan 26, 2024
BUY
$43.09 - $46.83 $187,915 - $204,225
4,361 New
4,361 $203,000

Others Institutions Holding SCHZ

# of Institutions
679
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
Track This Portfolio

Track One Advisory Partners, LLC Portfolio

Follow One Advisory Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of One Advisory Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on One Advisory Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email