Forthright Family Wealth Advisory LLC Schwab Us Aggregate Bond ETF Transaction History

Forthright Family Wealth Advisory LLC

  • $138 Million
  • Q4 2024

A detailed history of Forthright Family Wealth Advisory LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Forthright Family Wealth Advisory LLC holds 441,337 shares of SCHZ stock, worth $10.2 Million. This represents 7.29% of its overall portfolio holdings.

Number of Shares
441,337
Previous 405,421 8.86%
Holding current value
$10.2 Million
Previous $9.44 Billion 99.89%
% of portfolio
7.29%
Previous 6.06%

Shares

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

Mar 03, 2025
BUY
$22.63 - $47.53 $812,779 - $1.71 Million
35,916 Added 8.86%
441,337 $10 Million
Q3 2024

Dec 09, 2024
BUY
$45.2 - $47.87 $11.9 Million - $12.6 Million
263,027 Added 184.72%
405,421 $9.44 Billion
Q2 2024

Aug 12, 2024
BUY
$44.66 - $45.99 $741,713 - $763,801
16,608 Added 13.2%
142,394 $6.49 Billion
Q1 2024

Apr 29, 2024
BUY
$45.44 - $46.67 $1.06 Million - $1.09 Million
23,285 Added 22.72%
125,786 $5.79 Billion
Q4 2023

Feb 28, 2024
BUY
$43.09 - $46.83 $4.42 Million - $4.8 Million
102,501 New
102,501 $4.78 Billion

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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