Simplicity Wealth,Llc Schwab Us Aggregate Bond ETF Transaction History

Simplicity Wealth,Llc

  • $1.04 Billion
  • Q3 2024

A detailed history of Simplicity Wealth,Llc transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Simplicity Wealth,Llc holds 6,275 shares of SCHZ stock, worth $142,630. This represents 0.03% of its overall portfolio holdings.

Number of Shares
6,275
Previous 9,112 31.13%
Holding current value
$142,630
Previous $415,000 28.19%
% of portfolio
0.03%
Previous 0.01%

Shares

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

Oct 09, 2024
SELL
$45.2 - $47.87 $128,232 - $135,807
-2,837 Reduced 31.13%
6,275 $298,000
Q2 2024

Jul 10, 2024
BUY
$44.66 - $45.99 $10,093 - $10,393
226 Added 2.54%
9,112 $415,000
Q1 2024

Apr 24, 2024
BUY
$45.44 - $46.67 $92,697 - $95,206
2,040 Added 29.8%
8,886 $408,000
Q4 2023

Jan 29, 2024
BUY
$43.09 - $46.83 $294,994 - $320,598
6,846 New
6,846 $319,000

Others Institutions Holding SCHZ

# of Institutions
628
Shares Held
83M
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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