Beacon Bridge Wealth Partners, LLC Schwab Us Aggregate Bond ETF Transaction History

Beacon Bridge Wealth Partners, LLC

  • $218 Billion
  • Q2 2024

A detailed history of Beacon Bridge Wealth Partners, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Beacon Bridge Wealth Partners, LLC holds 114,157 shares of SCHZ stock, worth $2.61 Million. This represents 2.39% of its overall portfolio holdings.

Number of Shares
114,157
Previous 191,431 40.37%
Holding current value
$2.61 Million
Previous $8.81 Billion 40.91%
% of portfolio
2.39%
Previous 4.16%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 02, 2024
SELL
$44.66 - $45.99 $3.45 Million - $3.55 Million
-77,274 Reduced 40.37%
114,157 $5.2 Billion
Q1 2024

May 03, 2024
BUY
$45.44 - $46.67 $135,093 - $138,749
2,973 Added 1.58%
191,431 $8.81 Billion
Q4 2023

Feb 09, 2024
BUY
$43.09 - $46.83 $1.66 Million - $1.8 Million
38,415 Added 25.6%
188,458 $8.79 Billion
Q3 2023

Nov 14, 2023
BUY
$44.14 - $46.33 $6.62 Million - $6.95 Million
150,043 New
150,043 $6.64 Billion

Others Institutions Holding SCHZ

# of Institutions
629
Shares Held
111M
Call Options Held
100
Put Options Held
1.8K
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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