Fermata Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History

Fermata Advisors, LLC

  • $510 Million
  • Q4 2024

A detailed history of Fermata Advisors, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Fermata Advisors, LLC holds 18,422 shares of SCHZ stock, worth $428,495. This represents 0.08% of its overall portfolio holdings.

Number of Shares
18,422
Previous 10,804 70.51%
Holding current value
$428,495
Previous $513,000 18.52%
% of portfolio
0.08%
Previous 0.11%

Shares

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

Jan 14, 2025
BUY
$22.63 - $47.53 $172,395 - $362,083
7,618 Added 70.51%
18,422 $418,000
Q3 2024

Oct 09, 2024
BUY
$45.2 - $47.87 $88,275 - $93,490
1,953 Added 22.07%
10,804 $513,000
Q2 2024

Jul 12, 2024
SELL
$44.66 - $45.99 $19,963 - $20,557
-447 Reduced 4.81%
8,851 $403,000
Q1 2024

Apr 12, 2024
BUY
$45.44 - $46.67 $108,328 - $111,261
2,384 Added 34.48%
9,298 $427,000
Q4 2023

Jan 19, 2024
BUY
$43.09 - $46.83 $297,924 - $323,782
6,914 New
6,914 $322,000

Others Institutions Holding SCHZ

# of Institutions
682
Shares Held
163M
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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