A detailed history of Sage View Advisory Group, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 24,258 shares of SCHZ stock, worth $549,928. This represents 0.06% of its overall portfolio holdings.

Number of Shares
24,258
Previous 44,423 45.39%
Holding current value
$549,928
Previous $2.02 Billion 43.07%
% of portfolio
0.06%
Previous 0.09%

Shares

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

Nov 14, 2024

SELL
$45.2 - $47.87 $911,458 - $965,298
-20,165 Reduced 45.39%
24,258 $1.15 Billion
Q2 2024

Aug 14, 2024

BUY
$44.66 - $45.99 $1.98 Million - $2.04 Million
44,423 New
44,423 $2.02 Billion
Q4 2023

Feb 09, 2024

BUY
$43.09 - $46.83 $2.3 Million - $2.5 Million
53,349 Added 47.84%
164,866 $7.64 Billion
Q3 2023

Nov 02, 2023

SELL
$44.14 - $46.33 $1.39 Million - $1.46 Million
-31,584 Reduced 22.07%
111,517 $4.93 Billion
Q2 2023

Aug 11, 2023

BUY
$45.86 - $47.33 $1.92 Million - $1.99 Million
41,958 Added 41.48%
143,101 $6.61 Billion
Q1 2023

May 01, 2023

BUY
$45.33 - $47.44 $136,805 - $143,173
3,018 Added 3.08%
101,143 $4.74 Billion
Q4 2022

Feb 14, 2023

BUY
$44.04 - $47.03 $4.32 Million - $4.61 Million
98,125 New
98,125 $4.48 Billion

Others Institutions Holding SCHZ

About SCHWAB US AGGREGATE BOND ETF


  • Ticker SCHZ
  • Sector ETFs
  • Industry ETFs
More about SCHZ
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