A detailed history of Ahl Investment Management, Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Ahl Investment Management, Inc. holds 8,327 shares of SCHZ stock, worth $383,208. This represents 0.28% of its overall portfolio holdings.

Number of Shares
8,327
Previous 5,012 66.14%
Holding current value
$383,208
Previous $230,000 64.78%
% of portfolio
0.28%
Previous 0.18%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 15, 2024

BUY
$44.66 - $45.99 $148,047 - $152,456
3,315 Added 66.14%
8,327 $379,000
Q4 2023

Jan 17, 2024

BUY
$43.09 - $46.83 $991 - $1,077
23 Added 0.46%
5,012 $233,000
Q3 2023

Oct 05, 2023

BUY
$44.14 - $46.33 $6,709 - $7,042
152 Added 3.14%
4,989 $220,000
Q2 2023

Jul 19, 2023

BUY
$45.86 - $47.33 $221,824 - $228,935
4,837 New
4,837 $223,000
Q2 2022

Jul 20, 2022

BUY
N/A
11 Added 0.26%
4,292 $205,000
Q1 2022

Apr 28, 2022

BUY
N/A
31 Added 0.73%
4,281 $216,000
Q4 2021

Feb 03, 2022

BUY
N/A
4,250 New
4,250 $229,000

Others Institutions Holding SCHZ

About SCHWAB US AGGREGATE BOND ETF


  • Ticker SCHZ
  • Sector ETFs
  • Industry ETFs
More about SCHZ
Track This Portfolio

Track Ahl Investment Management, Inc. Portfolio

Follow Ahl Investment Management, Inc. 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 Ahl Investment Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Ahl Investment Management, Inc. with notifications on news.