Strategic Asset Management, LLC Schwab Us Aggregate Bond ETF Transaction History

Strategic Asset Management, LLC

  • $57.7 Million
  • Q3 2022

A detailed history of Strategic Asset Management, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Strategic Asset Management, LLC holds 10,920 shares of SCHZ stock, worth $249,958. This represents 0.86% of its overall portfolio holdings.

Number of Shares
10,920
Previous 9,408 16.07%
Holding current value
$249,958
Previous $450,000 10.0%
% of portfolio
0.86%
Previous 0.72%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 01, 2022
BUY
$44.98 - $49.09 $68,009 - $74,224
1,512 Added 16.07%
10,920 $495,000
Q2 2022

Jul 14, 2022
SELL
$46.62 - $50.36 $24,522 - $26,489
-526 Reduced 5.29%
9,408 $450,000
Q1 2022

Apr 20, 2022
BUY
$50.05 - $53.52 $434,484 - $464,607
8,681 Added 692.82%
9,934 $502,000
Q3 2021

Nov 04, 2021
BUY
$54.26 - $55.17 $67,987 - $69,128
1,253 New
1,253 $68,000

Others Institutions Holding SCHZ

# of Institutions
627
Shares Held
81.6M
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 Strategic Asset Management, LLC Portfolio

Follow Strategic Asset Management, 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 Strategic Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strategic Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email