Gen Wealth Partners Inc Schwab Us Aggregate Bond ETF Transaction History

Gen Wealth Partners Inc

  • $233 Billion
  • Q4 2024

A detailed history of Gen Wealth Partners Inc transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Gen Wealth Partners Inc holds 81,929 shares of SCHZ stock, worth $1.91 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares
81,929
Previous 78,043 4.98%
Holding current value
$1.91 Million
Previous $1.8 Billion 3.21%
% of portfolio
0.8%
Previous 0.79%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$22.63 - $47.53 $87,940 - $184,701
3,886 Added 4.98%
81,929 $1.86 Billion
Q3 2024

Nov 13, 2024
BUY
$45.2 - $47.87 $1.63 Million - $1.72 Million
35,970 Added 85.49%
78,043 $1.8 Billion
Q2 2024

Aug 13, 2024
SELL
$44.66 - $45.99 $33,450 - $34,446
-749 Reduced 1.75%
42,073 $1.92 Billion
Q1 2024

May 15, 2024
BUY
$45.44 - $46.67 $1.95 Million - $2 Million
42,822 New
42,822 $1.97 Billion

Others Institutions Holding SCHZ

# of Institutions
683
Shares Held
163M
Call Options Held
200
Put Options Held
1.5K
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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