Calton & Associates, Inc. Schwab Us Aggregate Bond ETF Transaction History

Calton & Associates, Inc.

  • $412 Million
  • Q1 2025

A detailed history of Calton & Associates, Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Calton & Associates, Inc. holds 82,391 shares of SCHZ stock, worth $1.91 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares
82,391
Previous 8,210 903.54%
Holding current value
$1.91 Million
Previous $190,000 904.21%
% of portfolio
0.46%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$22.46 - $23.26 $1.67 Million - $1.73 Million
74,181 Added 903.54%
82,391 $1.91 Million
Q1 2025

May 05, 2025
BUY
$22.46 - $23.26 $184,396 - $190,964
8,210 New
8,210 $190,000

Others Institutions Holding SCHZ

# of Institutions
702
Shares Held
173M
Call Options Held
1.7K
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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