Sonoma Private Wealth LLC Schwab Us Aggregate Bond ETF Transaction History

Sonoma Private Wealth LLC

  • $61.6 Billion
  • Q2 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 11,161 shares of SCHZ stock, worth $529,924. This represents 0.83% of its overall portfolio holdings.

Number of Shares
11,161
Previous 9,791 13.99%
Holding current value
$529,924
Previous $450 Million 12.95%
% of portfolio
0.83%
Previous 0.72%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
623
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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