Certus Wealth Management, LLC Schwab Us Aggregate Bond ETF Transaction History

Certus Wealth Management, LLC

  • $142 Million
  • Q3 2024

A detailed history of Certus Wealth Management, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Certus Wealth Management, LLC holds 6,132 shares of SCHZ stock, worth $139,993. This represents 0.21% of its overall portfolio holdings.

Number of Shares
6,132
Previous 6,132 -0.0%
Holding current value
$139,993
Previous $279,000 4.3%
% of portfolio
0.21%
Previous 0.22%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 02, 2024
SELL
$44.66 - $45.99 $14,603 - $15,038
-327 Reduced 5.06%
6,132 $279,000
Q1 2024

May 06, 2024
SELL
$45.44 - $46.67 $6,361 - $6,533
-140 Reduced 2.12%
6,459 $297,000
Q4 2023

Feb 09, 2024
SELL
$43.09 - $46.83 $1,895 - $2,060
-44 Reduced 0.66%
6,599 $307,000
Q2 2023

Aug 10, 2023
BUY
$45.86 - $47.33 $304,647 - $314,413
6,643 New
6,643 $307 Million

Others Institutions Holding SCHZ

# of Institutions
638
Shares Held
112M
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
Track This Portfolio

Track Certus Wealth Management, LLC Portfolio

Follow Certus Wealth Management, LLC 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 Certus Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Certus Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email