Heritage Oak Wealth Advisors LLC Schwab Us Aggregate Bond ETF Transaction History

Heritage Oak Wealth Advisors LLC

  • $213 Billion
  • Q4 2024

A detailed history of Heritage Oak Wealth Advisors LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 17,264 shares of SCHZ stock, worth $397,589. This represents 0.18% of its overall portfolio holdings.

Number of Shares
17,264
Holding current value
$397,589
% of portfolio
0.18%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025
BUY
$22.63 - $47.53 $390,684 - $820,557
17,264 New
17,264 $392 Million
Q2 2024

Aug 28, 2024
BUY
$44.66 - $45.99 $364,827 - $375,692
8,169 New
8,169 $372 Million

Others Institutions Holding SCHZ

# of Institutions
682
Shares Held
165M
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 Oak Wealth Advisors LLC Portfolio

Follow Heritage Oak Wealth Advisors LLC 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 Oak Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Oak Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email