A detailed history of Ken Fisher (Fisher Asset Management, LLC) transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Fisher Asset Management, LLC holds 8,225 shares of SCHZ stock, worth $188,517. This represents 0.0% of its overall portfolio holdings.

Number of Shares
8,225
Previous 5,052 62.81%
Holding current value
$188,517
Previous $232,000 61.21%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$44.66 - $45.99 $141,706 - $145,926
3,173 Added 62.81%
8,225 $374,000
Q1 2024

May 09, 2024

BUY
$45.44 - $46.67 $229,562 - $235,776
5,052 New
5,052 $232,000
Q3 2020

Nov 10, 2020

SELL
$56.07 - $56.92 $225,737 - $229,159
-4,026 Closed
0 $0
Q2 2020

Aug 07, 2020

BUY
$54.35 - $56.24 $218,813 - $226,422
4,026 New
4,026 $226,000

Others Institutions Holding SCHZ

About SCHWAB US AGGREGATE BOND ETF


  • Ticker SCHZ
  • Sector ETFs
  • Industry ETFs
More about SCHZ
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