Strategic Investment Solutions, Inc. /Il Schwab Us Aggregate Bond ETF Transaction History

Strategic Investment Solutions, Inc. /Il

$299 Billion
Q4 2024

A detailed history of Strategic Investment Solutions, Inc. /Il transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Strategic Investment Solutions, Inc. /Il holds 958 shares of SCHZ stock, worth $21,851. This represents 0.01% of its overall portfolio holdings.

Number of Shares

958

Previous 474 102.11%

Holding current value

$21,851

Previous $22.5 Million 3.46%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$22.63 - $47.53 $10,952 - $23,004	484 Added 102.11%	958 $21.8 Million
Q3 2024 Oct 23, 2024	BUY	$45.2 - $47.87 $1,627 - $1,723	36 Added 8.22%	474 $22.5 Million
Q2 2024 Aug 29, 2024	SELL	$44.66 - $45.99 $1,161 - $1,195	-26 Reduced 5.6%	438 $23.7 Million
Q4 2023 Feb 13, 2024	SELL	$43.09 - $46.83 $1.22 Million - $1.33 Million	-28,390 Reduced 98.39%	464 $21.6 Million
Q3 2023 Nov 14, 2023	BUY	$44.14 - $46.33 $1.25 Million - $1.32 Million	28,399 Added 6241.54%	28,854 $1.31 Billion
Q2 2023 Aug 15, 2023	BUY	$45.86 - $47.33 $45 - $47	1 Added 0.22%	455 $21.1 Million
Q1 2023 May 15, 2023	BUY	$45.33 - $47.44 $20,579 - $21,537	454 New	454 $21.3 Million

Others Institutions Holding SCHZ

# of Institutions

678

Shares Held

163M

Call Options Held

200

Put Options Held

1.5K

View Full List

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
Sector ETFs
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Strategic Investment Solutions, Inc. /Il Schwab Us Aggregate Bond ETF Transaction History