Wr Wealth Planners, LLC Schwab Us Aggregate Bond ETF Transaction History

Wr Wealth Planners, LLC

  • $301 Million
  • Q4 2024

A detailed history of Wr Wealth Planners, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 53 shares of SCHZ stock, worth $1,228. This represents 0.0% of its overall portfolio holdings.

Number of Shares
53
Previous 26 103.85%
Holding current value
$1,228
Previous $1,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Feb 05, 2025
BUY
$22.63 - $47.53 $611 - $1,283
27 Added 103.85%
53 $1,000
Q2 2024

Jul 31, 2024
BUY
$44.66 - $45.99 $1,161 - $1,195
26 New
26 $1,000

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
Track This Portfolio

Track Wr Wealth Planners, LLC Portfolio

Follow Wr Wealth Planners, LLC 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 Wr Wealth Planners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wr Wealth Planners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email