Betterment LLC Schwab Us Aggregate Bond ETF Transaction History

Betterment LLC

  • $38.6 Billion
  • Q2 2024

A detailed history of Betterment LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Betterment LLC holds 21,774 shares of SCHZ stock, worth $1.04 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
21,774
Previous 27,181 19.89%
Holding current value
$1.04 Million
Previous $1.25 Million 20.64%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 14, 2024
SELL
$44.66 - $45.99 $241,476 - $248,667
-5,407 Reduced 19.89%
21,774 $992,000
Q1 2024

May 10, 2024
BUY
$45.44 - $46.67 $101,240 - $103,980
2,228 Added 8.93%
27,181 $1.25 Million
Q4 2023

Feb 09, 2024
BUY
$43.09 - $46.83 $588,092 - $639,135
13,648 Added 120.73%
24,953 $1.16 Million
Q3 2023

Nov 09, 2023
BUY
$44.14 - $46.33 $188,080 - $197,412
4,261 Added 60.49%
11,305 $500,000
Q2 2023

Aug 07, 2023
BUY
$45.86 - $47.33 $323,037 - $333,392
7,044 New
7,044 $325,000

Others Institutions Holding SCHZ

# of Institutions
625
Shares Held
107M
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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