Shared Vision Wealth Group LLC Schwab Us Aggregate Bond ETF Transaction History

Shared Vision Wealth Group LLC

  • $160 Billion
  • Q1 2024

A detailed history of Shared Vision Wealth Group LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 15,128 shares of SCHZ stock, worth $693,316. This represents 0.43% of its overall portfolio holdings.

Number of Shares
15,128
Previous 16,452 8.05%
Holding current value
$693,316
Previous $767 Million 9.27%
% of portfolio
0.43%
Previous 0.51%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 06, 2024
SELL
$45.44 - $46.67 $60,162 - $61,791
-1,324 Reduced 8.05%
15,128 $696 Million
Q4 2023

Feb 07, 2024
BUY
$43.09 - $46.83 $708,916 - $770,447
16,452 New
16,452 $767 Million

Others Institutions Holding SCHZ

# of Institutions
604
Shares Held
105M
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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