Regimen Wealth, LLC Schwab Us Aggregate Bond ETF Transaction History

Regimen Wealth, LLC

  • $309 Billion
  • Q3 2024

A detailed history of Regimen Wealth, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Regimen Wealth, LLC holds 6,011 shares of SCHZ stock, worth $137,832. This represents 0.09% of its overall portfolio holdings.

Number of Shares
6,011
Previous 5,954 0.96%
Holding current value
$137,832
Previous $271 Million 5.26%
% of portfolio
0.09%
Previous 0.09%

Shares

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

Nov 13, 2024
BUY
$45.2 - $47.87 $2,576 - $2,728
57 Added 0.96%
6,011 $286 Million
Q2 2024

Aug 14, 2024
BUY
$44.66 - $45.99 $265,905 - $273,824
5,954 New
5,954 $271 Million

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
Track This Portfolio

Track Regimen Wealth, LLC Portfolio

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

News

Stay updated on Regimen Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email