A detailed history of Consolidated Portfolio Review Corp transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Consolidated Portfolio Review Corp holds 8,049 shares of SCHZ stock, worth $381,764. This represents 0.09% of its overall portfolio holdings.

Number of Shares
8,049
Previous 8,132 1.02%
Holding current value
$381,764
Previous $374 Million 1.93%
% of portfolio
0.09%
Previous 0.1%

Shares

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

Jul 31, 2024

SELL
$44.66 - $45.99 $3,706 - $3,817
-83 Reduced 1.02%
8,049 $367 Million
Q1 2024

Apr 30, 2024

BUY
$45.44 - $46.67 $136 - $140
3 Added 0.04%
8,132 $374 Million
Q4 2023

Jan 29, 2024

SELL
$43.09 - $46.83 $9,522 - $10,349
-221 Reduced 2.65%
8,129 $379 Million
Q3 2023

Nov 13, 2023

BUY
$44.14 - $46.33 $16,022 - $16,817
363 Added 4.54%
8,350 $369 Million
Q2 2023

Aug 14, 2023

BUY
$45.86 - $47.33 $96,856 - $99,960
2,112 Added 35.95%
7,987 $369 Million
Q1 2023

May 11, 2023

BUY
$45.33 - $47.44 $266,313 - $278,710
5,875 New
5,875 $276 Million

Others Institutions Holding SCHZ

About SCHWAB US AGGREGATE BOND ETF


  • Ticker SCHZ
  • Sector ETFs
  • Industry ETFs
More about SCHZ
Track This Portfolio

Track Consolidated Portfolio Review Corp Portfolio

Follow Consolidated Portfolio Review Corp 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 Consolidated Portfolio Review Corp, based on Form 13F filings with the SEC.

News

Stay updated on Consolidated Portfolio Review Corp with notifications on news.