Andrews, Lucia Wealth Management LLC Schwab Us Aggregate Bond ETF Transaction History

Andrews, Lucia Wealth Management LLC

  • $150 Million
  • Q3 2024

A detailed history of Andrews, Lucia Wealth Management LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Andrews, Lucia Wealth Management LLC holds 5,390 shares of SCHZ stock, worth $123,377. This represents 0.17% of its overall portfolio holdings.

Number of Shares
5,390
Previous 5,390 -0.0%
Holding current value
$123,377
Previous $245,000 4.49%
% of portfolio
0.17%
Previous 0.17%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 04, 2023
BUY
$45.86 - $47.33 $247,185 - $255,108
5,390 New
5,390 $248,000

Others Institutions Holding SCHZ

# of Institutions
627
Shares Held
81.7M
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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