Sonoma Private Wealth LLC Schwab Us Aggregate Bond ETF Transaction History

Sonoma Private Wealth LLC

  • $62.2 Billion
  • Q1 2024

A detailed history of Sonoma Private Wealth LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Sonoma Private Wealth LLC holds 9,791 shares of SCHZ stock, worth $452,442. This represents 0.72% of its overall portfolio holdings.

Number of Shares
9,791
Previous 5,577 75.56%
Holding current value
$452,442
Previous $260 Million 73.23%
% of portfolio
0.72%
Previous 0.43%

Shares

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

May 09, 2024
BUY
$45.44 - $46.67 $191,484 - $196,667
4,214 Added 75.56%
9,791 $450 Million
Q4 2023

Feb 12, 2024
BUY
$43.09 - $46.83 $240,312 - $261,170
5,577 New
5,577 $260 Million

Others Institutions Holding SCHZ

# of Institutions
602
Shares Held
107M
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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