Annex Advisory Services, LLC Schwab Us Aggregate Bond ETF Transaction History

Annex Advisory Services, LLC

  • $2.76 Billion
  • Q3 2024

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 31, 2023
BUY
$44.14 - $46.33 $243,917 - $256,019
5,526 New
5,526 $244,000
Q1 2023

Apr 27, 2023
SELL
$45.33 - $47.44 $270,665 - $283,264
-5,971 Reduced 42.11%
8,207 $384,000
Q4 2022

Jan 27, 2023
BUY
$44.04 - $47.03 $624,399 - $666,791
14,178 New
14,178 $647,000

Others Institutions Holding SCHZ

# of Institutions
628
Shares Held
83M
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
Track This Portfolio

Track Annex Advisory Services, LLC Portfolio

Follow Annex Advisory Services, LLC 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 Annex Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Annex Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email