Ci Private Wealth, LLC Schwab Us Aggregate Bond ETF Transaction History

Ci Private Wealth, LLC

  • $65.6 Billion
  • Q4 2024

A detailed history of Ci Private Wealth, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Ci Private Wealth, LLC holds 10,334 shares of SCHZ stock, worth $239,025. This represents 0.0% of its overall portfolio holdings.

Number of Shares
10,334
Previous 4,950 108.77%
Holding current value
$239,025
Previous $235,000 0.43%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Feb 10, 2025
BUY
$22.63 - $47.53 $121,839 - $255,901
5,384 Added 108.77%
10,334 $234,000
Q2 2024

Aug 13, 2024
SELL
$44.66 - $45.99 $33,093 - $34,078
-741 Reduced 13.02%
4,950 $225,000
Q1 2024

May 09, 2024
SELL
$45.44 - $46.67 $45,031 - $46,249
-991 Reduced 14.83%
5,691 $261,000
Q4 2023

Feb 09, 2024
BUY
$43.09 - $46.83 $287,927 - $312,918
6,682 New
6,682 $311,000
Q4 2022

Feb 15, 2023
BUY
$44.04 - $47.03 $402,657 - $429,995
9,143 New
9,143 $417,000

Others Institutions Holding SCHZ

# of Institutions
687
Shares Held
167M
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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