Cwc Advisors, Llc. Schwab Us Aggregate Bond ETF Transaction History

Cwc Advisors, Llc.

  • $176 Billion
  • Q1 2025

A detailed history of Cwc Advisors, Llc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Cwc Advisors, Llc. holds 30,227 shares of SCHZ stock, worth $697,639. This represents 0.4% of its overall portfolio holdings.

Number of Shares
30,227
Previous 30,355 0.42%
Holding current value
$697,639
Previous $689 Million 1.6%
% of portfolio
0.4%
Previous 0.69%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025
SELL
$22.46 - $23.26 $2,874 - $2,977
-128 Reduced 0.42%
30,227 $700 Million
Q4 2024

Mar 18, 2025
BUY
$22.63 - $47.53 $328,451 - $689,850
14,514 Added 91.62%
30,355 $689 Million
Q3 2024

Oct 23, 2024
BUY
$45.2 - $47.87 $716,013 - $758,308
15,841 New
15,841 $753 Million

Others Institutions Holding SCHZ

# of Institutions
686
Shares Held
168M
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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