Omni 360 Wealth, Inc. Schwab Us Aggregate Bond ETF Transaction History

Omni 360 Wealth, Inc.

  • $135 Billion
  • Q2 2024

A detailed history of Omni 360 Wealth, Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Omni 360 Wealth, Inc. holds 16,718 shares of SCHZ stock, worth $771,535. This represents 0.57% of its overall portfolio holdings.

Number of Shares
16,718
Previous 21,151 20.96%
Holding current value
$771,535
Previous $973 Million 21.68%
% of portfolio
0.57%
Previous 0.79%

Shares

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

Jul 19, 2024
SELL
$44.66 - $45.99 $197,977 - $203,873
-4,433 Reduced 20.96%
16,718 $762 Million
Q1 2024

Apr 19, 2024
BUY
$45.44 - $46.67 $56,072 - $57,590
1,234 Added 6.2%
21,151 $973 Million
Q4 2023

Feb 08, 2024
BUY
$43.09 - $46.83 $858,223 - $932,713
19,917 New
19,917 $929 Million

Others Institutions Holding SCHZ

# of Institutions
602
Shares Held
107M
Call Options Held
600
Put Options Held
3.6K
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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