Portside Wealth Group, LLC Schwab Us Aggregate Bond ETF Transaction History

Portside Wealth Group, LLC

  • $586 Billion
  • Q3 2024

A detailed history of Portside Wealth Group, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Portside Wealth Group, LLC holds 7,965 shares of SCHZ stock, worth $180,805. This represents 0.06% of its overall portfolio holdings.

Number of Shares
7,965
Previous 11,459 30.49%
Holding current value
$180,805
Previous $522 Million 27.53%
% of portfolio
0.06%
Previous 0.1%

Shares

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

Oct 31, 2024
SELL
$45.2 - $47.87 $157,928 - $167,257
-3,494 Reduced 30.49%
7,965 $379 Million
Q2 2024

Jul 18, 2024
SELL
$44.66 - $45.99 $205,078 - $211,186
-4,592 Reduced 28.61%
11,459 $522 Million
Q1 2024

Apr 17, 2024
BUY
$45.44 - $46.67 $729,357 - $749,100
16,051 New
16,051 $738 Million

Others Institutions Holding SCHZ

# of Institutions
628
Shares Held
83M
Call Options Held
100
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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