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

Forthright Family Wealth Advisory LLC

  • $155 Billion
  • Q2 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 142,394 shares of SCHZ stock, worth $6.78 Million. This represents 4.18% of its overall portfolio holdings.

Number of Shares
142,394
Previous 125,786 13.2%
Holding current value
$6.78 Million
Previous $5.79 Billion 12.17%
% of portfolio
4.18%
Previous 3.88%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
625
Shares Held
107M
Call Options Held
100
Put Options Held
1.8K
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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