Golden State Equity Partners Schwab Us Aggregate Bond ETF Transaction History

Golden State Equity Partners

  • $470 Million
  • Q2 2024

A detailed history of Golden State Equity Partners transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Golden State Equity Partners holds 7,275 shares of SCHZ stock, worth $345,053. This represents 0.07% of its overall portfolio holdings.

Number of Shares
7,275
Previous 4,750 53.16%
Holding current value
$345,053
Previous $221,000 49.77%
% of portfolio
0.07%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 29, 2024
BUY
$44.66 - $45.99 $112,766 - $116,124
2,525 Added 53.16%
7,275 $331,000
Q4 2023

Feb 02, 2024
BUY
$43.09 - $46.83 $204,677 - $222,442
4,750 New
4,750 $221,000
Q2 2023

Jul 19, 2023
BUY
$45.86 - $47.33 $206,370 - $212,985
4,500 New
4,500 $207,000

Others Institutions Holding SCHZ

# of Institutions
623
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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