Stifel Financial Corp Schwab Us Aggregate Bond ETF Transaction History

Stifel Financial Corp

  • $93.2 Billion
  • Q3 2024

A detailed history of Stifel Financial Corp transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Stifel Financial Corp holds 15,007 shares of SCHZ stock, worth $342,609. This represents 0.0% of its overall portfolio holdings.

Number of Shares
15,007
Previous 31,420 52.24%
Holding current value
$342,609
Previous $1.43 Million 50.21%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2024
SELL
$45.2 - $47.87 $741,867 - $785,690
-16,413 Reduced 52.24%
15,007 $713,000
Q2 2024

Aug 13, 2024
BUY
$44.66 - $45.99 $868,011 - $893,861
19,436 Added 162.18%
31,420 $1.43 Million
Q1 2024

May 13, 2024
BUY
$45.44 - $46.67 $544,552 - $559,293
11,984 New
11,984 $551,000
Q1 2021

May 14, 2021
SELL
$53.75 - $55.97 $212,366 - $221,137
-3,951 Closed
0 $0
Q4 2020

Feb 12, 2021
BUY
$55.56 - $56.23 $18,168 - $18,387
327 Added 9.02%
3,951 $221,000
Q3 2020

Nov 16, 2020
BUY
$56.07 - $56.92 $203,197 - $206,278
3,624 New
3,624 $203,000
Q3 2018

Nov 13, 2018
SELL
N/A
-6,730 Closed
0 $0
Q2 2018

Aug 14, 2018
BUY
N/A
6,730 New
6,730 $341,000

Others Institutions Holding SCHZ

# of Institutions
638
Shares Held
110M
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 Stifel Financial Corp Portfolio

Follow Stifel Financial Corp 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 Stifel Financial Corp, based on Form 13F filings with the SEC.

News

Stay updated on Stifel Financial Corp with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email