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

Heritage Family Offices, LLP

  • $200 Billion
  • Q4 2024

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 38,989 shares of SCHZ stock, worth $892,458. This represents 0.44% of its overall portfolio holdings.

Number of Shares
38,989
Previous 15,372 153.64%
Holding current value
$892,458
Previous $730 Million 21.16%
% of portfolio
0.44%
Previous 0.38%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
673
Shares Held
161M
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
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