Aveo Capital Partners, LLC Schwab Us Aggregate Bond ETF Transaction History

Aveo Capital Partners, LLC

  • $528 Million
  • Q1 2025

A detailed history of Aveo Capital Partners, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Aveo Capital Partners, LLC holds 21,761 shares of SCHZ stock, worth $493,539. This represents 0.1% of its overall portfolio holdings.

Number of Shares
21,761
Previous 14,812 46.91%
Holding current value
$493,539
Previous $336,000 49.7%
% of portfolio
0.1%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 12, 2025
BUY
$22.46 - $23.26 $156,074 - $161,633
6,949 Added 46.91%
21,761 $503,000
Q4 2024

Jan 30, 2025
BUY
$22.63 - $47.53 $204,213 - $428,910
9,024 Added 155.91%
14,812 $336,000
Q3 2024

Nov 12, 2024
BUY
$45.2 - $47.87 $45,380 - $48,061
1,004 Added 20.99%
5,788 $275,000
Q2 2024

Aug 02, 2024
BUY
$44.66 - $45.99 $213,653 - $220,016
4,784 New
4,784 $218,000

Others Institutions Holding SCHZ

# of Institutions
702
Shares Held
173M
Call Options Held
1.7K
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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