Tsa Wealth Managment LLC Schwab Us Aggregate Bond ETF Transaction History

Tsa Wealth Managment LLC

  • $248 Billion
  • Q3 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 609,155 shares of SCHZ stock, worth $14 Million. This represents 11.66% of its overall portfolio holdings.

Number of Shares
609,155
Previous 516,104 18.03%
Holding current value
$14 Million
Previous $23.5 Billion 23.05%
% of portfolio
11.66%
Previous 10.02%

Shares

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

Nov 06, 2024
BUY
$45.2 - $47.87 $4.21 Million - $4.45 Million
93,051 Added 18.03%
609,155 $28.9 Billion
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
628
Shares Held
82.5M
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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