Empower Advisory Group, LLC Schwab Us Aggregate Bond ETF Transaction History

Empower Advisory Group, LLC

$29.6 Billion
Q4 2024

A detailed history of Empower Advisory Group, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Empower Advisory Group, LLC holds 39,228 shares of SCHZ stock, worth $895,575. This represents 0.0% of its overall portfolio holdings.

Number of Shares

39,228

Previous 19,643 99.7%

Holding current value

$895,575

Previous $933,000 4.61%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$22.63 - $47.53 $443,208 - $930,875	19,585 Added 99.7%	39,228 $890,000
Q3 2024 Nov 05, 2024	BUY	$45.2 - $47.87 $361 - $382	8 Added 0.04%	19,643 $933,000
Q2 2024 Jul 25, 2024	SELL	$44.66 - $45.99 $446 - $459	-10 Reduced 0.05%	19,635 $894,000
Q1 2024 May 02, 2024	BUY	$45.44 - $46.67 $1,408 - $1,446	31 Added 0.16%	19,645 $903,000
Q4 2023 Feb 07, 2024	SELL	$43.09 - $46.83 $947 - $1,030	-22 Reduced 0.11%	19,614 $914,000
Q3 2023 Nov 03, 2023	SELL	$44.14 - $46.33 $89,780 - $94,235	-2,034 Reduced 9.39%	19,636 $868,000
Q2 2023 Aug 10, 2023	BUY	$45.86 - $47.33 $91,949 - $94,896	2,005 Added 10.2%	21,670 $1 Million
Q1 2023 May 25, 2023	BUY	$45.33 - $47.44 $891,414 - $932,907	19,665 New	19,665 $922,000

Others Institutions Holding SCHZ

# of Institutions

639

Shares Held

111M

Call Options Held

100

Put Options Held

View Full List

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
Sector ETFs
Industry ETFs

More about SCHZ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Empower Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Empower Advisory Group, LLC with notifications on news.

Account

Empower Advisory Group, LLC Schwab Us Aggregate Bond ETF Transaction History