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

Aveo Capital Partners, LLC

  • $910 Million
  • Q3 2024

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 5,788 shares of SCHZ stock, worth $130,750. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,788
Previous 4,784 20.99%
Holding current value
$130,750
Previous $218,000 26.15%
% of portfolio
0.03%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
631
Shares Held
83.2M
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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