W Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History

W Advisors, LLC

  • $159 Million
  • Q4 2024

A detailed history of W Advisors, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, W Advisors, LLC holds 54,051 shares of SCHZ stock, worth $1.23 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares
54,051
Previous 26,902 100.92%
Holding current value
$1.23 Million
Previous $1.28 Million 4.07%
% of portfolio
0.77%
Previous 0.79%

Shares

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

Jan 22, 2025
BUY
$22.63 - $47.53 $614,381 - $1.29 Million
27,149 Added 100.92%
54,051 $1.23 Million
Q3 2024

Oct 28, 2024
SELL
$45.2 - $47.87 $361 - $382
-8 Reduced 0.03%
26,902 $1.28 Million
Q2 2024

Aug 06, 2024
BUY
$44.66 - $45.99 $52,341 - $53,900
1,172 Added 4.55%
26,910 $1.23 Million
Q1 2024

Apr 25, 2024
SELL
$45.44 - $46.67 $727 - $746
-16 Reduced 0.06%
25,738 $1.18 Million
Q4 2023

Feb 06, 2024
BUY
$43.09 - $46.83 $1.11 Million - $1.21 Million
25,754 New
25,754 $1.2 Million

Others Institutions Holding SCHZ

# of Institutions
638
Shares Held
110M
Call Options Held
100
Put Options Held
0
View Full List

About SCHWAB US AGGREGATE BOND ETF

SCHZ Quotes by TradingView
  • Ticker SCHZ
  • Sector ETFs
  • Industry ETFs
More about SCHZ
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