Capital Advisors, Ltd. LLC Schwab Us Aggregate Bond ETF Transaction History

Capital Advisors, Ltd. LLC

  • $793 Million
  • Q4 2024

A detailed history of Capital Advisors, Ltd. LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Capital Advisors, Ltd. LLC holds 19,640 shares of SCHZ stock, worth $455,255. This represents 0.06% of its overall portfolio holdings.

Number of Shares
19,640
Previous 9,820 100.0%
Holding current value
$455,255
Previous $467,000 4.5%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Feb 04, 2025
BUY
$22.63 - $47.53 $222,226 - $466,744
9,820 Added 100.0%
19,640 $446,000
Q4 2023

Feb 02, 2024
SELL
$43.09 - $46.83 $197,438 - $214,575
-4,582 Reduced 31.82%
9,820 $458,000
Q1 2023

May 03, 2023
SELL
$45.33 - $47.44 $59,246 - $62,004
-1,307 Reduced 8.32%
14,402 $676,000
Q4 2022

Feb 07, 2023
BUY
$44.04 - $47.03 $691,824 - $738,794
15,709 New
15,709 $717,000

Others Institutions Holding SCHZ

# of Institutions
682
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
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