Aletheian Wealth Advisors LLC Schwab Us Aggregate Bond ETF Transaction History

Aletheian Wealth Advisors LLC

  • $163 Million
  • Q3 2024

A detailed history of Aletheian Wealth Advisors LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Aletheian Wealth Advisors LLC holds 18,091 shares of SCHZ stock, worth $411,027. This represents 0.53% of its overall portfolio holdings.

Number of Shares
18,091
Previous 18,092 0.01%
Holding current value
$411,027
Previous $824,000 4.25%
% of portfolio
0.53%
Previous 0.45%

Shares

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

Oct 25, 2024
SELL
$45.2 - $47.87 $45 - $47
-1 Reduced 0.01%
18,091 $859,000
Q4 2023

Jan 05, 2024
SELL
$43.09 - $46.83 $63,514 - $69,027
-1,474 Reduced 7.53%
18,092 $843,000
Q3 2023

Oct 04, 2023
SELL
$44.14 - $46.33 $105,053 - $110,265
-2,380 Reduced 10.84%
19,566 $865,000
Q2 2023

Jul 13, 2023
BUY
$45.86 - $47.33 $1.01 Million - $1.04 Million
21,946 New
21,946 $1.01 Million
Q2 2022

Jul 11, 2022
BUY
$46.62 - $50.36 $395,430 - $427,153
8,482 New
8,482 $406,000

Others Institutions Holding SCHZ

# of Institutions
628
Shares Held
94.5M
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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