Alley Investment Management Company, LLC Schwab Us Aggregate Bond ETF Transaction History

Alley Investment Management Company, LLC

  • $789 Million
  • Q3 2024

A detailed history of Alley Investment Management Company, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Alley Investment Management Company, LLC holds 7,341 shares of SCHZ stock, worth $167,301. This represents 0.04% of its overall portfolio holdings.

Number of Shares
7,341
Previous 7,155 2.6%
Holding current value
$167,301
Previous $326,000 6.75%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Nov 13, 2024
BUY
$45.2 - $47.87 $8,407 - $8,903
186 Added 2.6%
7,341 $348,000
Q2 2024

Aug 14, 2024
BUY
$44.66 - $45.99 $4,332 - $4,461
97 Added 1.37%
7,155 $326,000
Q1 2024

May 10, 2024
SELL
$45.44 - $46.67 $817 - $840
-18 Reduced 0.25%
7,058 $324,000
Q3 2023

Oct 27, 2023
BUY
$44.14 - $46.33 $1,103 - $1,158
25 Added 0.35%
7,076 $312,000
Q2 2023

Aug 11, 2023
BUY
$45.86 - $47.33 $8,117 - $8,377
177 Added 2.57%
7,051 $325,000
Q1 2023

May 12, 2023
SELL
$45.33 - $47.44 $18,857 - $19,735
-416 Reduced 5.71%
6,874 $322,000
Q4 2022

Feb 07, 2023
SELL
$44.04 - $47.03 $2,774 - $2,962
-63 Reduced 0.86%
7,290 $333,000
Q3 2022

Oct 27, 2022
BUY
$44.98 - $49.09 $1,754 - $1,914
39 Added 0.53%
7,353 $333,000
Q2 2022

Aug 05, 2022
SELL
$46.62 - $50.36 $9,324 - $10,072
-200 Reduced 2.66%
7,314 $350,000
Q1 2022

May 10, 2022
BUY
$50.05 - $53.52 $376,075 - $402,149
7,514 New
7,514 $380,000

Others Institutions Holding SCHZ

# of Institutions
626
Shares Held
96.6M
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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