Hurley Capital, LLC Schwab Us Aggregate Bond ETF Transaction History

Hurley Capital, LLC

$124 Billion
Q4 2024

A detailed history of Hurley Capital, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Hurley Capital, LLC holds 5,896 shares of SCHZ stock, worth $133,721. This represents 0.11% of its overall portfolio holdings.

Number of Shares

5,896

Holding current value

$133,721

% of portfolio

0.11%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 12, 2025	BUY	$22.63 - $47.53 $133,426 - $280,236	5,896 New	5,896 $134 Million

Others Institutions Holding SCHZ

# of Institutions

659

Shares Held

143M

Call Options Held

100

Put Options Held

Jpmorgan Chase & CO New York, NY

11.7M
Shares

$266 Million
0.02% of portfolio
Avantax Planning Partners, Inc.

6.51M
Shares

$148 Million
5.36% of portfolio
Rockbridge Investment Management, Lcc Syracuse, NY

6.27M
Shares

$142 Million
18.24% of portfolio
Charles Schwab Trust CO

5.9M
Shares

$134 Million
11.76% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

5.07M
Shares

$115 Million
0.24% of portfolio

View Full List

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
Sector ETFs
Industry ETFs

More about SCHZ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Hurley Capital, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hurley Capital, LLC with notifications on news.

Account