Savvy Advisors, Inc. Schwab Us Aggregate Bond ETF Transaction History

Savvy Advisors, Inc.

  • $492 Billion
  • Q3 2024

A detailed history of Savvy Advisors, Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Savvy Advisors, Inc. holds 5,155 shares of SCHZ stock, worth $118,513. This represents 0.05% of its overall portfolio holdings.

Number of Shares
5,155
Previous 6,257 17.61%
Holding current value
$118,513
Previous $285 Million 14.1%
% of portfolio
0.05%
Previous 0.09%

Shares

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

Nov 05, 2024
SELL
$45.2 - $47.87 $49,810 - $52,752
-1,102 Reduced 17.61%
5,155 $245 Million
Q2 2024

Aug 14, 2024
BUY
$44.66 - $45.99 $66,632 - $68,617
1,492 Added 31.31%
6,257 $285 Million
Q4 2023

Feb 08, 2024
BUY
$43.09 - $46.83 $205,323 - $223,144
4,765 New
4,765 $222 Million

Others Institutions Holding SCHZ

# of Institutions
628
Shares Held
82.9M
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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