Beacon Financial Group Schwab Us Aggregate Bond ETF Transaction History

Beacon Financial Group

  • $886 Million
  • Q4 2024

A detailed history of Beacon Financial Group transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Beacon Financial Group holds 37,631 shares of SCHZ stock, worth $859,115. This represents 0.1% of its overall portfolio holdings.

Number of Shares
37,631
Previous 18,808 100.08%
Holding current value
$859,115
Previous $893,000 4.37%
% of portfolio
0.1%
Previous 0.1%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025
BUY
$22.63 - $47.53 $425,964 - $894,657
18,823 Added 100.08%
37,631 $854,000
Q3 2024

Nov 12, 2024
SELL
$45.2 - $47.87 $5,378 - $5,696
-119 Reduced 0.63%
18,808 $893,000
Q2 2024

Aug 06, 2024
BUY
$44.66 - $45.99 $45,151 - $46,495
1,011 Added 5.64%
18,927 $862,000
Q1 2024

May 07, 2024
SELL
$45.44 - $46.67 $93,288 - $95,813
-2,053 Reduced 10.28%
17,916 $824,000
Q4 2023

Feb 23, 2024
BUY
$43.09 - $46.83 $860,464 - $935,148
19,969 New
19,969 $930,000

Others Institutions Holding SCHZ

# of Institutions
638
Shares Held
110M
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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