Burns J W & CO Inc Schwab Us Aggregate Bond ETF Transaction History

Burns J W & CO Inc

  • $779 Million
  • Q4 2024

A detailed history of Burns J W & CO Inc transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Burns J W & CO Inc holds 14,000 shares of SCHZ stock, worth $320,180. This represents 0.04% of its overall portfolio holdings.

Number of Shares
14,000
Previous 7,000 100.0%
Holding current value
$320,180
Previous $332,000 4.52%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Jan 13, 2025
BUY
$22.63 - $47.53 $158,410 - $332,710
7,000 Added 100.0%
14,000 $317,000
Q3 2023

Nov 13, 2023
BUY
$44.14 - $46.33 $308,980 - $324,310
7,000 New
7,000 $309,000

Others Institutions Holding SCHZ

# of Institutions
678
Shares Held
163M
Call Options Held
200
Put Options Held
1.5K
View Full List

About SCHWAB US AGGREGATE BOND ETF

SCHZ Quotes by TradingView
  • Ticker SCHZ
  • Sector ETFs
  • Industry ETFs
More about SCHZ
Track This Portfolio

Track Burns J W & CO Inc Portfolio

Follow Burns J W & CO Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Burns J W & CO Inc, based on Form 13F filings with the SEC.

News

Stay updated on Burns J W & CO Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email