Latitude Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History

Latitude Advisors, LLC

  • $165 Million
  • Q2 2025

A detailed history of Latitude Advisors, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Latitude Advisors, LLC holds 35,000 shares of SCHZ stock, worth $824,600. This represents 0.49% of its overall portfolio holdings.

Number of Shares
35,000
Previous 38,579 9.28%
Holding current value
$824,600
Previous $893,000 8.96%
% of portfolio
0.49%
Previous 0.62%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 28, 2025
SELL
$22.68 - $23.28 $81,171 - $83,319
-3,579 Reduced 9.28%
35,000 $813,000
Q1 2025

Apr 28, 2025
BUY
$22.46 - $23.26 $60,282 - $62,429
2,684 Added 7.48%
38,579 $893,000
Q4 2024

Jan 29, 2025
BUY
$22.63 - $47.53 $434,337 - $912,243
19,193 Added 114.91%
35,895 $814,000
Q3 2024

Oct 29, 2024
BUY
$45.2 - $47.87 $124,345 - $131,690
2,751 Added 19.72%
16,702 $793,000
Q2 2024

Jul 25, 2024
BUY
$44.66 - $45.99 $199,674 - $205,621
4,471 Added 47.16%
13,951 $635,000
Q1 2024

Apr 25, 2024
BUY
$45.44 - $46.67 $153,450 - $157,604
3,377 Added 55.33%
9,480 $436,000
Q4 2023

Jan 30, 2024
SELL
$43.09 - $46.83 $65,108 - $70,760
-1,511 Reduced 19.85%
6,103 $284,000
Q3 2023

Nov 03, 2023
BUY
$44.14 - $46.33 $85,719 - $89,972
1,942 Added 34.24%
7,614 $336,000
Q2 2023

Jul 26, 2023
BUY
$45.86 - $47.33 $28,479 - $29,391
621 Added 12.29%
5,672 $261,000
Q1 2023

Apr 27, 2023
BUY
$45.33 - $47.44 $228,961 - $239,619
5,051 New
5,051 $236,000

Others Institutions Holding SCHZ

# of Institutions
712
Shares Held
171M
Call Options Held
0
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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