Spectrum Planning & Advisory Services Inc. Schwab Us Aggregate Bond ETF Transaction History

Spectrum Planning & Advisory Services Inc.

  • $101 Million
  • Q3 2024

A detailed history of Spectrum Planning & Advisory Services Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Spectrum Planning & Advisory Services Inc. holds 140,262 shares of SCHZ stock, worth $3.19 Million. This represents 6.62% of its overall portfolio holdings.

Number of Shares
140,262
Previous 140,359 0.07%
Holding current value
$3.19 Million
Previous $6.4 Million 4.19%
% of portfolio
6.62%
Previous 6.33%

Shares

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

Nov 08, 2024
SELL
$45.2 - $47.87 $4,384 - $4,643
-97 Reduced 0.07%
140,262 $6.67 Million
Q2 2024

Jul 18, 2024
BUY
$44.66 - $45.99 $4.77 Million - $4.92 Million
106,887 Added 319.33%
140,359 $6.4 Million
Q4 2023

Jan 18, 2024
BUY
$43.09 - $46.83 $94,496 - $102,698
2,193 Added 7.01%
33,472 $1.56 Million
Q3 2023

Oct 24, 2023
SELL
$44.14 - $46.33 $125,666 - $131,901
-2,847 Reduced 8.34%
31,279 $1.38 Million
Q2 2023

Jul 24, 2023
BUY
$45.86 - $47.33 $122,079 - $125,992
2,662 Added 8.46%
34,126 $1.58 Million
Q1 2023

Apr 18, 2023
SELL
$45.33 - $47.44 $1.29 Million - $1.34 Million
-28,348 Reduced 47.4%
31,464 $1.48 Million
Q4 2022

Jan 19, 2023
SELL
$44.04 - $47.03 $1.64 Million - $1.75 Million
-37,314 Reduced 38.42%
59,812 $0
Q3 2022

Oct 17, 2022
SELL
$44.98 - $49.09 $202,949 - $221,494
-4,512 Reduced 4.44%
97,126 $4.4 Million
Q2 2022

Jul 15, 2022
SELL
$46.62 - $50.36 $292,307 - $315,757
-6,270 Reduced 5.81%
101,638 $4.87 Million
Q1 2022

Apr 18, 2022
BUY
$50.05 - $53.52 $5.4 Million - $5.78 Million
107,908 New
107,908 $5.46 Million

Others Institutions Holding SCHZ

# of Institutions
628
Shares Held
94.5M
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
Track This Portfolio

Track Spectrum Planning & Advisory Services Inc. Portfolio

Follow Spectrum Planning & Advisory Services Inc. 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 Spectrum Planning & Advisory Services Inc., based on Form 13F filings with the SEC.

News

Stay updated on Spectrum Planning & Advisory Services Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email