Cfs Investment Advisory Services, LLC Schwab Us Aggregate Bond ETF Transaction History

Cfs Investment Advisory Services, LLC

  • $1.12 Billion
  • Q4 2024

A detailed history of Cfs Investment Advisory Services, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Cfs Investment Advisory Services, LLC holds 700,711 shares of SCHZ stock, worth $16 Million. This represents 1.43% of its overall portfolio holdings.

Number of Shares
700,711
Previous 331,774 111.2%
Holding current value
$16 Million
Previous $15.8 Million 0.89%
% of portfolio
1.43%
Previous 1.32%

Shares

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

Jan 21, 2025
BUY
$22.63 - $47.53 $8.35 Million - $17.5 Million
368,937 Added 111.2%
700,711 $15.9 Million
Q3 2024

Nov 12, 2024
SELL
$45.2 - $47.87 $68,116 - $72,140
-1,507 Reduced 0.45%
331,774 $15.8 Million
Q2 2024

Aug 13, 2024
BUY
$44.66 - $45.99 $14.9 Million - $15.3 Million
333,281 New
333,281 $15.2 Million
Q2 2023

Jul 21, 2023
BUY
$45.86 - $47.33 $15.1 Million - $15.6 Million
329,788 New
329,788 $15.2 Million
Q2 2022

Aug 16, 2022
SELL
$46.62 - $50.36 $640 Million - $691 Million
-13,724,976 Reduced 98.15%
259,197 $12.4 Million
Q1 2022

May 27, 2022
BUY
$50.05 - $53.52 $686 Million - $734 Million
13,711,761 Added 5033.46%
13,984,173 $277,000
Q4 2021

Feb 14, 2022
BUY
$53.63 - $54.52 $14.6 Million - $14.9 Million
272,412 New
272,412 $14.4 Million
Q3 2021

Nov 19, 2021
SELL
$54.26 - $55.17 $14.4 Million - $14.7 Million
-266,195 Closed
0 $0
Q2 2021

Jul 21, 2021
BUY
$53.9 - $54.6 $14.3 Million - $14.5 Million
266,195 New
266,195 $14.5 Million

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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