A detailed history of Vantage Financial Partners, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Vantage Financial Partners, LLC holds 213,716 shares of SCHZ stock, worth $4.95 Million. This represents 2.61% of its overall portfolio holdings.

Number of Shares
213,716
Previous 213,716 -0.0%
Holding current value
$4.95 Million
Previous $9.74 Million -0.0%
% of portfolio
2.61%
Previous 2.61%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 07, 2024

BUY
$44.66 - $45.99 $274,480 - $282,654
6,146 Added 2.96%
213,716 $9.74 Million
Q1 2024

May 02, 2024

BUY
$45.44 - $46.67 $105,648 - $108,507
2,325 Added 1.13%
207,570 $9.55 Million
Q4 2023

Feb 05, 2024

BUY
$43.09 - $46.83 $447,015 - $485,814
10,374 Added 5.32%
205,245 $9.57 Million
Q3 2023

Nov 02, 2023

BUY
$44.14 - $46.33 $437,471 - $459,176
9,911 Added 5.36%
194,871 $8.62 Million
Q2 2023

Aug 08, 2023

SELL
$45.86 - $47.33 $24,993 - $25,794
-545 Reduced 0.29%
184,960 $8.54 Million
Q1 2023

May 08, 2023

BUY
$45.33 - $47.44 $8.41 Million - $8.8 Million
185,505 New
185,505 $8.7 Million

Others Institutions Holding SCHZ

About SCHWAB US AGGREGATE BOND ETF


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