A detailed history of Per Stirling Capital Management, Llc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Per Stirling Capital Management, Llc. holds 15,543 shares of SCHZ stock, worth $353,292. This represents 0.1% of its overall portfolio holdings.

Number of Shares
15,543
Previous 15,192 2.31%
Holding current value
$353,292
Previous $692 Million 6.66%
% of portfolio
0.1%
Previous 0.11%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$45.2 - $47.87 $15,865 - $16,802
351 Added 2.31%
15,543 $739 Million
Q2 2024

Aug 13, 2024

BUY
$44.66 - $45.99 $418,330 - $430,788
9,367 Added 160.81%
15,192 $692 Million
Q1 2024

May 14, 2024

BUY
$45.44 - $46.67 $46,576 - $47,836
1,025 Added 21.35%
5,825 $268 Million
Q4 2023

Feb 13, 2024

SELL
$43.09 - $46.83 $17,020 - $18,497
-395 Reduced 7.6%
4,800 $224 Million
Q3 2023

Nov 14, 2023

BUY
$44.14 - $46.33 $353 - $370
8 Added 0.15%
5,195 $230 Million
Q2 2023

Aug 11, 2023

BUY
$45.86 - $47.33 $237,875 - $245,500
5,187 New
5,187 $239 Million

Others Institutions Holding SCHZ

About SCHWAB US AGGREGATE BOND ETF


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