A detailed history of Semmax Financial Advisors Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Semmax Financial Advisors Inc. holds 28,500 shares of SCHZ stock, worth $646,095. This represents 0.38% of its overall portfolio holdings.

Number of Shares
28,500
Previous 12,585 126.46%
Holding current value
$646,095
Previous $573,000 136.3%
% of portfolio
0.38%
Previous 0.18%

Shares

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

Nov 14, 2024

BUY
$45.2 - $47.87 $719,358 - $761,851
15,915 Added 126.46%
28,500 $1.35 Million
Q2 2024

Aug 14, 2024

BUY
$44.66 - $45.99 $54,663 - $56,291
1,224 Added 10.77%
12,585 $573,000
Q1 2024

May 16, 2024

BUY
$45.44 - $46.67 $159,085 - $163,391
3,501 Added 44.54%
11,361 $522,000
Q4 2023

Feb 14, 2024

BUY
$43.09 - $46.83 $291,417 - $316,711
6,763 Added 616.5%
7,860 $366,000
Q3 2023

Nov 14, 2023

BUY
$44.14 - $46.33 $48,421 - $50,824
1,097 New
1,097 $48,000

Others Institutions Holding SCHZ

About SCHWAB US AGGREGATE BOND ETF


  • Ticker SCHZ
  • Sector ETFs
  • Industry ETFs
More about SCHZ
Track This Portfolio

Track Semmax Financial Advisors Inc. Portfolio

Follow Semmax Financial Advisors Inc. 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 Semmax Financial Advisors Inc., based on Form 13F filings with the SEC.

News

Stay updated on Semmax Financial Advisors Inc. with notifications on news.