Org Partners LLC Schwab Us Aggregate Bond ETF Transaction History

Org Partners LLC

  • $689 Million
  • Q4 2024

A detailed history of Org Partners LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Org Partners LLC holds 17,319 shares of SCHZ stock, worth $400,934. This represents 0.06% of its overall portfolio holdings.

Number of Shares
17,319
Previous 11,413 51.75%
Holding current value
$400,934
Previous $542,000 27.49%
% of portfolio
0.06%
Previous 0.09%

Shares

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

Jan 10, 2025
BUY
$22.63 - $47.53 $133,652 - $280,712
5,906 Added 51.75%
17,319 $393,000
Q3 2024

Oct 11, 2024
SELL
$45.2 - $47.87 $3.96 Million - $4.19 Million
-87,590 Reduced 88.47%
11,413 $542,000
Q2 2024

Jul 16, 2024
BUY
$44.66 - $45.99 $4.42 Million - $4.55 Million
99,003 New
99,003 $4.51 Million
Q4 2023

Jan 29, 2024
BUY
$43.09 - $46.83 $3.79 Million - $4.12 Million
87,887 Added 2358.75%
91,613 $4.27 Million
Q3 2023

Nov 03, 2023
SELL
$44.14 - $46.33 $3.88 Million - $4.07 Million
-87,818 Reduced 95.93%
3,726 $3.73 Million
Q2 2023

Jul 25, 2023
BUY
$45.86 - $47.33 $528,811 - $545,762
11,531 Added 14.41%
91,544 $4.2 Billion
Q1 2023

Jun 01, 2023
BUY
$45.33 - $47.44 $3.63 Million - $3.8 Million
80,013 New
80,013 $3.76 Billion

Others Institutions Holding SCHZ

# of Institutions
683
Shares Held
165M
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 Org Partners LLC Portfolio

Follow Org 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 Org Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Org Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email