Worth Financial Advisory Group, LLC Schwab Us Aggregate Bond ETF Transaction History

Worth Financial Advisory Group, LLC

  • $170 Billion
  • Q3 2024

A detailed history of Worth Financial Advisory Group, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Worth Financial Advisory Group, LLC holds 17,839 shares of SCHZ stock, worth $403,696. This represents 0.5% of its overall portfolio holdings.

Number of Shares
17,839
Previous 16,179 10.26%
Holding current value
$403,696
Previous $737 Million 14.95%
% of portfolio
0.5%
Previous 0.48%

Shares

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

Oct 24, 2024
BUY
$45.2 - $47.87 $75,032 - $79,464
1,660 Added 10.26%
17,839 $848 Million
Q2 2024

Jul 26, 2024
BUY
$44.66 - $45.99 $248,264 - $255,658
5,559 Added 52.34%
16,179 $737 Million
Q1 2024

Apr 30, 2024
BUY
$45.44 - $46.67 $482,572 - $495,635
10,620 New
10,620 $489 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
Track This Portfolio

Track Worth Financial Advisory Group, LLC Portfolio

Follow Worth Financial Advisory Group, 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 Worth Financial Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Worth Financial Advisory Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email