Freedom Wealth Alliance, LLC Schwab Us Aggregate Bond ETF Transaction History

Freedom Wealth Alliance, LLC

  • $60.8 Billion
  • Q3 2023

A detailed history of Freedom Wealth Alliance, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Freedom Wealth Alliance, LLC holds 14,036 shares of SCHZ stock, worth $658,007. This represents 1.02% of its overall portfolio holdings.

Number of Shares
14,036
Previous 15,122 7.18%
Holding current value
$658,007
Previous $700 Million 11.35%
% of portfolio
1.02%
Previous 0.98%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 30, 2023
SELL
$44.14 - $46.33 $47,936 - $50,314
-1,086 Reduced 7.18%
14,036 $621 Million
Q2 2023

Jul 17, 2023
BUY
$45.86 - $47.33 $41,365 - $42,691
902 Added 6.34%
15,122 $700 Million
Q1 2023

Apr 25, 2023
BUY
$45.33 - $47.44 $115,183 - $120,545
2,541 Added 21.76%
14,220 $667 Million
Q4 2022

Feb 14, 2023
BUY
$44.04 - $47.03 $514,343 - $549,263
11,679 New
11,679 $533 Million

Others Institutions Holding SCHZ

# of Institutions
625
Shares Held
107M
Call Options Held
100
Put Options Held
1.8K
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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