Gen Wealth Partners Inc Schwab Us Aggregate Bond ETF Transaction History

Gen Wealth Partners Inc

  • $229 Billion
  • Q3 2024

A detailed history of Gen Wealth Partners Inc transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Gen Wealth Partners Inc holds 78,043 shares of SCHZ stock, worth $1.79 Million. This represents 0.79% of its overall portfolio holdings.

Number of Shares
78,043
Previous 42,073 85.49%
Holding current value
$1.79 Million
Previous $1.92 Billion 6.03%
% of portfolio
0.79%
Previous 0.93%

Shares

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

Nov 13, 2024
BUY
$45.2 - $47.87 $1.63 Million - $1.72 Million
35,970 Added 85.49%
78,043 $1.8 Billion
Q2 2024

Aug 13, 2024
SELL
$44.66 - $45.99 $33,450 - $34,446
-749 Reduced 1.75%
42,073 $1.92 Billion
Q1 2024

May 15, 2024
BUY
$45.44 - $46.67 $1.95 Million - $2 Million
42,822 New
42,822 $1.97 Billion

Others Institutions Holding SCHZ

# of Institutions
627
Shares Held
81.7M
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 Gen Wealth Partners Inc Portfolio

Follow Gen Wealth Partners Inc 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 Gen Wealth Partners Inc, based on Form 13F filings with the SEC.

News

Stay updated on Gen Wealth Partners Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email