Keebeck Wealth Management, LLC Schwab Us Aggregate Bond ETF Transaction History

Keebeck Wealth Management, LLC

  • $670 Million
  • Q4 2024

A detailed history of Keebeck Wealth Management, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Keebeck Wealth Management, LLC holds 10,548 shares of SCHZ stock, worth $240,599. This represents 0.04% of its overall portfolio holdings.

Number of Shares
10,548
Previous 5,274 100.0%
Holding current value
$240,599
Previous $250,000 4.4%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Feb 14, 2025
BUY
$22.63 - $47.53 $119,350 - $250,673
5,274 Added 100.0%
10,548 $239,000
Q2 2024

Aug 14, 2024
BUY
$44.66 - $45.99 $17,640 - $18,166
395 Added 8.1%
5,274 $240,000
Q4 2023

Feb 14, 2024
BUY
$43.09 - $46.83 $210,236 - $228,483
4,879 New
4,879 $227,000

Others Institutions Holding SCHZ

# of Institutions
678
Shares Held
163M
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
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