Fermata Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History

Fermata Advisors, LLC

  • $439 Million
  • Q1 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 9,298 shares of SCHZ stock, worth $423,895. This represents 0.1% of its overall portfolio holdings.

Number of Shares
9,298
Previous 6,914 34.48%
Holding current value
$423,895
Previous $322,000 32.61%
% of portfolio
0.1%
Previous 0.08%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
603
Shares Held
105M
Call Options Held
600
Put Options Held
3.6K
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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