Epg Wealth Management LLC Schwab Us Aggregate Bond ETF Transaction History

Epg Wealth Management LLC

  • $396 Billion
  • Q3 2024

A detailed history of Epg Wealth Management LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Epg Wealth Management LLC holds 200 shares of SCHZ stock, worth $4,498. This represents 0.0% of its overall portfolio holdings.

Number of Shares
200
Previous 0 Infinity%
Holding current value
$4,498
Previous $0 Infinity%
% of portfolio
0.0%
Previous 100.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
BUY
$45.2 - $47.87 $9,040 - $9,574
200 New
200 $9.5 Million
Q2 2024

Aug 13, 2024
SELL
$44.66 - $45.99 $8,932 - $9,198
-200 Closed
0 $0
Q1 2023

May 15, 2023
BUY
$45.33 - $47.44 $9,066 - $9,488
200 New
200 $9,000

Others Institutions Holding SCHZ

# of Institutions
629
Shares Held
83.3M
Call Options Held
100
Put Options Held
0
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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