Tsa Wealth Managment LLC Schwab Us Aggregate Bond ETF Transaction History

Tsa Wealth Managment LLC

  • $235 Billion
  • Q2 2024

A detailed history of Tsa Wealth Managment LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Tsa Wealth Managment LLC holds 516,104 shares of SCHZ stock, worth $24.2 Million. This represents 10.02% of its overall portfolio holdings.

Number of Shares
516,104
Previous 442,519 16.63%
Holding current value
$24.2 Million
Previous $20.4 Billion 15.56%
% of portfolio
10.02%
Previous 8.87%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 26, 2024
BUY
$44.66 - $45.99 $3.29 Million - $3.38 Million
73,585 Added 16.63%
516,104 $23.5 Billion
Q1 2024

May 08, 2024
BUY
$45.44 - $46.67 $1.83 Million - $1.88 Million
40,320 Added 10.02%
442,519 $20.4 Billion
Q4 2023

Feb 09, 2024
BUY
$43.09 - $46.83 $17.3 Million - $18.8 Million
402,199 New
402,199 $18.8 Billion

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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