A detailed history of Strategic Investment Solutions, Inc. /Il transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Strategic Investment Solutions, Inc. /Il holds 474 shares of SCHZ stock, worth $10,958. This represents 0.01% of its overall portfolio holdings.

Number of Shares
474
Previous 438 8.22%
Holding current value
$10,958
Previous $23.7 Million 4.75%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 23, 2024

BUY
$45.2 - $47.87 $1,627 - $1,723
36 Added 8.22%
474 $22.5 Million
Q2 2024

Aug 29, 2024

SELL
$44.66 - $45.99 $1,161 - $1,195
-26 Reduced 5.6%
438 $23.7 Million
Q4 2023

Feb 13, 2024

SELL
$43.09 - $46.83 $1.22 Million - $1.33 Million
-28,390 Reduced 98.39%
464 $21.6 Million
Q3 2023

Nov 14, 2023

BUY
$44.14 - $46.33 $1.25 Million - $1.32 Million
28,399 Added 6241.54%
28,854 $1.31 Billion
Q2 2023

Aug 15, 2023

BUY
$45.86 - $47.33 $45 - $47
1 Added 0.22%
455 $21.1 Million
Q1 2023

May 15, 2023

BUY
$45.33 - $47.44 $20,579 - $21,537
454 New
454 $21.3 Million

Others Institutions Holding SCHZ

About SCHWAB US AGGREGATE BOND ETF


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