Chicago Partners Investment Group LLC Schwab Us Aggregate Bond ETF Transaction History

Chicago Partners Investment Group LLC

  • $2.33 Billion
  • Q1 2024

A detailed history of Chicago Partners Investment Group LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Chicago Partners Investment Group LLC holds 16,537 shares of SCHZ stock, worth $757,229. This represents 0.03% of its overall portfolio holdings.

Number of Shares
16,537
Previous 15,721 5.19%
Holding current value
$757,229
Previous $732,000 3.83%
% of portfolio
0.03%
Previous 0.04%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 25, 2024
BUY
$45.44 - $46.67 $37,079 - $38,082
816 Added 5.19%
16,537 $760,000
Q4 2023

Feb 23, 2024
BUY
$43.09 - $46.83 $677,417 - $736,214
15,721 New
15,721 $732,000
Q4 2018

Jan 11, 2019
SELL
N/A
-136 Closed
0 $0
Q3 2018

Nov 05, 2018
BUY
N/A
1 Added 0.74%
136 $7,000
Q2 2018

Aug 31, 2018
BUY
N/A
1 Added 0.75%
135 $7,000
Q1 2018

Apr 27, 2018
BUY
N/A
1 Added 0.75%
134 $0
Q4 2017

Mar 28, 2018
BUY
N/A
1 Added 0.76%
133 $0
Q3 2017

Nov 22, 2017
BUY
N/A
132
132 $0

Others Institutions Holding SCHZ

# of Institutions
603
Shares Held
105M
Call Options Held
600
Put Options Held
3.6K
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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