New Wave Wealth Advisors LLC Schwab Us Aggregate Bond ETF Transaction History

New Wave Wealth Advisors LLC

  • $186 Billion
  • Q2 2024

A detailed history of New Wave Wealth Advisors LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, New Wave Wealth Advisors LLC holds 64,513 shares of SCHZ stock, worth $3.08 Million. This represents 1.58% of its overall portfolio holdings.

Number of Shares
64,513
Holding current value
$3.08 Million
% of portfolio
1.58%

Shares

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

Aug 27, 2024
BUY
$44.66 - $45.99 $2.88 Million - $2.97 Million
64,513 New
64,513 $2.94 Billion

Others Institutions Holding SCHZ

# of Institutions
624
Shares Held
107M
Call Options Held
100
Put Options Held
1.8K
View Full List

About SCHWAB US AGGREGATE BOND ETF

SCHZ Quotes by TradingView
  • Ticker SCHZ
  • Sector ETFs
  • Industry ETFs
More about SCHZ
Track This Portfolio

Track New Wave Wealth Advisors LLC Portfolio

Follow New Wave Wealth Advisors 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 New Wave Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Wave Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email