Hcr Wealth Advisors Schwab Us Aggregate Bond ETF Transaction History

Hcr Wealth Advisors

$757 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Jul 30, 2020	SELL	$54.35 - $56.24 $3,587 - $3,711	-66 Closed	0 $0
Q4 2019 Feb 07, 2020	BUY	$53.21 - $54.14 $3,511 - $3,573	66 New	66 $4,000

Others Institutions Holding SCHZ

# of Institutions

627

Shares Held

81.7M

Call Options Held

100

Put Options Held

0

Jpmorgan Chase & CO New York, NY

6.33M
Shares

$145 Million
0.02% of portfolio
Ameriprise Financial Inc Minneapolis, MN

4.15M
Shares

$95.1 Million
0.05% of portfolio
Avantax Planning Partners, Inc.

3.14M
Shares

$71.9 Million
5.37% of portfolio
Charles Schwab Trust CO

2.9M
Shares

$66.5 Million
12.11% of portfolio
Rockbridge Investment Management, Lcc Syracuse, NY

2.85M
Shares

$65.3 Million
17.53% of portfolio

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
Sector ETFs
Industry ETFs

More about SCHZ

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