Bristlecone Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History

Bristlecone Advisors, LLC

  • $1.24 Billion
  • Q3 2024

A detailed history of Bristlecone Advisors, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Bristlecone Advisors, LLC holds 1,177 shares of SCHZ stock, worth $26,470. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,177
Holding current value
$26,470
% of portfolio
0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
BUY
$45.2 - $47.87 $53,200 - $56,342
1,177 New
1,177 $55,000
Q1 2023

May 11, 2023
BUY
$45.33 - $47.44 $127,966 - $133,923
2,823 New
2,823 $132,000
Q4 2018

Jan 15, 2019
SELL
N/A
-59,013 Closed
0 $0
Q3 2018

Oct 22, 2018
SELL
N/A
-132,005 Reduced 69.11%
59,013 $2.97 Million
Q2 2018

Jul 31, 2018
SELL
N/A
-2,803 Reduced 1.45%
191,018 $9.67 Million
Q1 2018

Apr 24, 2018
BUY
N/A
193,821 New
193,821 $9.89 Million

Others Institutions Holding SCHZ

# of Institutions
629
Shares Held
83.3M
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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