Fullcircle Wealth LLC Schwab Us Aggregate Bond ETF Transaction History

Fullcircle Wealth LLC

  • $223 Billion
  • Q3 2024

A detailed history of Fullcircle Wealth LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Fullcircle Wealth LLC holds 118,247 shares of SCHZ stock, worth $2.71 Million. This represents 1.23% of its overall portfolio holdings.

Number of Shares
118,247
Previous 51,160 131.13%
Holding current value
$2.71 Million
Previous $2.35 Billion 16.45%
% of portfolio
1.23%
Previous 1.15%

Shares

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

Oct 29, 2024
BUY
$45.2 - $47.87 $3.03 Million - $3.21 Million
67,087 Added 131.13%
118,247 $2.73 Billion
Q2 2024

Jul 25, 2024
BUY
$44.66 - $45.99 $2.28 Million - $2.35 Million
51,160 New
51,160 $2.35 Billion

Others Institutions Holding SCHZ

# of Institutions
629
Shares Held
111M
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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