Wealth Alliance Schwab Us Aggregate Bond ETF Transaction History

Wealth Alliance

  • $811 Million
  • Q4 2024

A detailed history of Wealth Alliance transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Wealth Alliance holds 15,829 shares of SCHZ stock, worth $366,916. This represents 0.04% of its overall portfolio holdings.

Number of Shares
15,829
Previous 9,105 73.85%
Holding current value
$366,916
Previous $432,000 16.9%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Feb 03, 2025
BUY
$22.63 - $47.53 $152,164 - $319,591
6,724 Added 73.85%
15,829 $359,000
Q3 2024

Nov 04, 2024
SELL
$45.2 - $47.87 $19,752 - $20,919
-437 Reduced 4.58%
9,105 $432,000
Q2 2024

Aug 09, 2024
BUY
$44.66 - $45.99 $134,649 - $138,659
3,015 Added 46.19%
9,542 $434,000
Q1 2024

May 10, 2024
BUY
$45.44 - $46.67 $296,586 - $304,615
6,527 New
6,527 $300,000

Others Institutions Holding SCHZ

# of Institutions
682
Shares Held
163M
Call Options Held
200
Put Options Held
1.5K
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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