Hoxton Planning & Management, LLC Schwab Us Aggregate Bond ETF Transaction History

Hoxton Planning & Management, LLC

  • $256 Million
  • Q3 2024

A detailed history of Hoxton Planning & Management, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Hoxton Planning & Management, LLC holds 46,507 shares of SCHZ stock, worth $1.06 Million. This represents 0.86% of its overall portfolio holdings.

Number of Shares
46,507
Previous 45,012 3.32%
Holding current value
$1.06 Million
Previous $2.05 Million 7.75%
% of portfolio
0.86%
Previous 0.96%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024
BUY
$45.2 - $47.87 $67,574 - $71,565
1,495 Added 3.32%
46,507 $2.21 Million
Q2 2024

Jul 18, 2024
BUY
$44.66 - $45.99 $604,696 - $622,704
13,540 Added 43.02%
45,012 $2.05 Million
Q1 2024

Apr 12, 2024
SELL
$45.44 - $46.67 $156,586 - $160,824
-3,446 Reduced 9.87%
31,472 $1.45 Million
Q4 2023

Jan 30, 2024
BUY
$43.09 - $46.83 $1.5 Million - $1.64 Million
34,918 New
34,918 $1.63 Million

Others Institutions Holding SCHZ

# of Institutions
628
Shares Held
83M
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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