Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2020

Apr 29, 2020

SELL
$50.33 - $56.09 $6,492 - $7,235
-129 Closed
0 $0
Q4 2019

Feb 27, 2020

BUY
$53.21 - $54.14 $6,864 - $6,984
129 New
129 $7,000
Q1 2018

May 15, 2018

SELL
N/A
-9,633 Closed
0 $0
Q4 2017

Feb 12, 2018

BUY
N/A
9,633
9,633 $500,000

Others Institutions Holding SCHZ

About SCHWAB US AGGREGATE BOND ETF


  • Ticker SCHZ
  • Sector ETFs
  • Industry ETFs
More about SCHZ
Track This Portfolio

Track Institute For Wealth Management, Llc. Portfolio

Follow Institute For Wealth Management, 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 Institute For Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Institute For Wealth Management, Llc. with notifications on news.