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 $182,557. This represents 0.06% of its overall portfolio holdings.

Number of Shares
7,965
Previous 11,459 30.49%
Holding current value
$182,557
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

About SCHWAB US AGGREGATE BOND ETF


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