Signature Estate & Investment Advisors LLC Schwab Us Aggregate Bond ETF Transaction History

Signature Estate & Investment Advisors LLC

  • $4.32 Billion
  • Q3 2024

A detailed history of Signature Estate & Investment Advisors LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Signature Estate & Investment Advisors LLC holds 173,117 shares of SCHZ stock, worth $3.96 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
173,117
Previous 162,551 6.5%
Holding current value
$3.96 Million
Previous $7.41 Million 11.03%
% of portfolio
0.19%
Previous 0.19%

Shares

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

Nov 06, 2024
BUY
$45.2 - $47.87 $477,583 - $505,794
10,566 Added 6.5%
173,117 $8.23 Million
Q2 2024

Jul 25, 2024
BUY
$44.66 - $45.99 $7.26 Million - $7.48 Million
162,551 New
162,551 $7.41 Million
Q4 2023

Jan 26, 2024
BUY
$43.09 - $46.83 $642,342 - $698,094
14,907 New
14,907 $695,000

Others Institutions Holding SCHZ

# of Institutions
629
Shares Held
111M
Call Options Held
100
Put Options Held
1.8K
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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