Heritage Family Offices, LLP Schwab Us Aggregate Bond ETF Transaction History

Heritage Family Offices, LLP

  • $196 Billion
  • Q1 2025

A detailed history of Heritage Family Offices, LLP transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Heritage Family Offices, LLP holds 49,012 shares of SCHZ stock, worth $1.13 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares
49,012
Previous 38,989 25.71%
Holding current value
$1.13 Million
Previous $885 Million 28.25%
% of portfolio
0.58%
Previous 0.44%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 10, 2025
BUY
$22.46 - $23.26 $225,116 - $233,134
10,023 Added 25.71%
49,012 $1.14 Billion
Q4 2024

Jan 14, 2025
BUY
$22.63 - $47.53 $534,452 - $1.12 Million
23,617 Added 153.64%
38,989 $885 Million
Q3 2024

Oct 16, 2024
BUY
$45.2 - $47.87 $133,882 - $141,790
2,962 Added 23.87%
15,372 $730 Million
Q2 2024

Aug 01, 2024
BUY
$44.66 - $45.99 $554,230 - $570,735
12,410 New
12,410 $566 Million

Others Institutions Holding SCHZ

# of Institutions
687
Shares Held
167M
Call Options Held
200
Put Options Held
1.5K
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 Heritage Family Offices, LLP Portfolio

Follow Heritage Family Offices, LLP 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 Heritage Family Offices, LLP, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Family Offices, LLP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email