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

Keebeck Wealth Management, LLC

  • $667 Million
  • Q3 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 5,274 shares of SCHZ stock, worth $119,878. This represents 0.04% of its overall portfolio holdings.

Number of Shares
5,274
Previous 5,274 -0.0%
Holding current value
$119,878
Previous $240,000 4.17%
% of portfolio
0.04%
Previous 0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
628
Shares Held
83M
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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