Sonoma Private Wealth LLC Schwab Us Aggregate Bond ETF Transaction History

Sonoma Private Wealth LLC

  • $64.2 Billion
  • Q3 2024

A detailed history of Sonoma Private Wealth LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Sonoma Private Wealth LLC holds 12,330 shares of SCHZ stock, worth $280,507. This represents 0.91% of its overall portfolio holdings.

Number of Shares
12,330
Previous 11,161 10.47%
Holding current value
$280,507
Previous $509 Million 15.18%
% of portfolio
0.91%
Previous 0.83%

Shares

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

Oct 17, 2024
BUY
$45.2 - $47.87 $52,838 - $55,960
1,169 Added 10.47%
12,330 $586 Million
Q2 2024

Aug 14, 2024
BUY
$44.66 - $45.99 $61,184 - $63,006
1,370 Added 13.99%
11,161 $509 Million
Q1 2024

May 09, 2024
BUY
$45.44 - $46.67 $191,484 - $196,667
4,214 Added 75.56%
9,791 $450 Million
Q4 2023

Feb 12, 2024
BUY
$43.09 - $46.83 $240,312 - $261,170
5,577 New
5,577 $260 Million

Others Institutions Holding SCHZ

# of Institutions
625
Shares Held
98.7M
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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