A detailed history of F Dx Advisors, Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, F Dx Advisors, Inc. holds 10,910 shares of SCHZ stock, worth $247,984. This represents 0.14% of its overall portfolio holdings.

Number of Shares
10,910
Previous 11,241 2.94%
Holding current value
$247,984
Previous $512,000 1.17%
% of portfolio
0.14%
Previous 0.14%

Shares

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

Nov 04, 2024

SELL
$45.2 - $47.87 $14,961 - $15,844
-331 Reduced 2.94%
10,910 $518,000
Q2 2024

Aug 02, 2024

SELL
$44.66 - $45.99 $27,019 - $27,823
-605 Reduced 5.11%
11,241 $512,000
Q1 2024

May 03, 2024

SELL
$45.44 - $46.67 $42,940 - $44,103
-945 Reduced 7.39%
11,846 $545,000
Q4 2023

Feb 12, 2024

BUY
$43.09 - $46.83 $551,164 - $599,002
12,791 New
12,791 $596,000
Q4 2018

Feb 07, 2019

SELL
N/A
-10,438 Closed
0 $0
Q3 2018

Nov 13, 2018

BUY
N/A
474 Added 4.76%
10,438 $525,000
Q2 2018

Aug 08, 2018

BUY
N/A
1,210 Added 13.82%
9,964 $505,000
Q1 2018

May 02, 2018

BUY
N/A
8,754 New
8,754 $447,000

Others Institutions Holding SCHZ

About SCHWAB US AGGREGATE BOND ETF


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

Track F Dx Advisors, Inc. Portfolio

Follow F Dx Advisors, Inc. 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 F Dx Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on F Dx Advisors, Inc. with notifications on news.