Epg Wealth Management LLC Schwab Us Aggregate Bond ETF Transaction History

Epg Wealth Management LLC

  • $379 Billion
  • Q4 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 400 shares of SCHZ stock, worth $9,252. This represents 0.0% of its overall portfolio holdings.

Number of Shares
400
Previous 200 100.0%
Holding current value
$9,252
Previous $9.5 Million 4.46%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$22.63 - $47.53 $4,526 - $9,506
200 Added 100.0%
400 $9.08 Million
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
687
Shares Held
167M
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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