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

Ci Private Wealth, LLC

  • $56.4 Billion
  • Q2 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 4,950 shares of SCHZ stock, worth $233,739. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,950
Previous 5,691 13.02%
Holding current value
$233,739
Previous $261,000 13.79%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
625
Shares Held
107M
Call Options Held
100
Put Options Held
1.8K
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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