Cassady Schiller Wealth Management, LLC Schwab Us Aggregate Bond ETF Transaction History

Cassady Schiller Wealth Management, LLC

  • $268 Million
  • Q4 2024

A detailed history of Cassady Schiller Wealth Management, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 3,691 shares of SCHZ stock, worth $84,191. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,691
Previous 9 40911.11%
Holding current value
$84,191
Previous $0 Infinity%
% of portfolio
0.03%
Previous 0.0%

Shares

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

Feb 10, 2025
BUY
$22.63 - $47.53 $83,323 - $175,005
3,682 Added 40911.11%
3,691 $83,000
Q3 2024

Nov 06, 2024
BUY
$45.2 - $47.87 $406 - $430
9 New
9 $0

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
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