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 $2.69 Million. This represents 1.23% of its overall portfolio holdings.

Number of Shares
118,247
Previous 51,160 131.13%
Holding current value
$2.69 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
628
Shares Held
83M
Call Options Held
100
Put Options Held
0
View Full List

About SCHWAB US AGGREGATE BOND ETF

SCHZ Quotes by TradingView
  • Ticker SCHZ
  • Sector ETFs
  • Industry ETFs
More about SCHZ
Track This Portfolio

Track Fullcircle Wealth LLC Portfolio

Follow Fullcircle Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fullcircle Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fullcircle Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email