Sierra Ocean, LLC Schwab Us Aggregate Bond ETF Transaction History

Sierra Ocean, LLC

$122 Billion
Q4 2024

A detailed history of Sierra Ocean, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Sierra Ocean, LLC holds 2,378 shares of SCHZ stock, worth $55,312. This represents 0.04% of its overall portfolio holdings.

Number of Shares

2,378

Holding current value

$55,312

% of portfolio

0.04%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 30, 2025	BUY	$22.63 - $47.53 $53,814 - $113,026	2,378 New	2,378 $54 Million

Others Institutions Holding SCHZ

# of Institutions

683

Shares Held

163M

Call Options Held

200

Put Options Held

1.5K

Jpmorgan Chase & CO New York, NY

11.7M
Shares

$273 Million
0.02% of portfolio
Ameriprise Financial Inc Minneapolis, MN

8.63M
Shares

$201 Million
0.05% of portfolio
Avantax Planning Partners, Inc.

6.51M
Shares

$151 Million
5.36% of portfolio
Rockbridge Investment Management, Lcc Syracuse, NY

6.27M
Shares

$146 Million
18.24% of portfolio
Charles Schwab Trust CO

5.9M
Shares

$137 Million
11.76% of portfolio

View Full List

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
Sector ETFs
Industry ETFs

More about SCHZ

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