Sonoma Private Wealth LLC Schwab Us Aggregate Bond ETF Transaction History

Sonoma Private Wealth LLC

  • $61.9 Billion
  • Q4 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 30,186 shares of SCHZ stock, worth $693,372. This represents 1.11% of its overall portfolio holdings.

Number of Shares
30,186
Previous 12,330 144.82%
Holding current value
$693,372
Previous $586 Million 16.95%
% of portfolio
1.11%
Previous 0.91%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
BUY
$22.63 - $47.53 $404,081 - $848,695
17,856 Added 144.82%
30,186 $685 Million
Q3 2024

Oct 17, 2024
BUY
$45.2 - $47.87 $52,838 - $55,960
1,169 Added 10.47%
12,330 $586 Million
Q2 2024

Aug 14, 2024
BUY
$44.66 - $45.99 $61,184 - $63,006
1,370 Added 13.99%
11,161 $509 Million
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
679
Shares Held
163M
Call Options Held
200
Put Options Held
1.5K
View Full List

About SCHWAB US AGGREGATE BOND ETF

SCHZ Quotes by TradingView
  • Ticker SCHZ
  • Sector ETFs
  • Industry ETFs
More about SCHZ
Track This Portfolio

Track Sonoma Private Wealth LLC Portfolio

Follow Sonoma Private Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sonoma Private Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sonoma Private Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email