Summit Wealth Group, LLC Schwab Us Aggregate Bond ETF Transaction History

Summit Wealth Group, LLC

  • $342 Million
  • Q1 2025

A detailed history of Summit Wealth Group, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Summit Wealth Group, LLC holds 11,218 shares of SCHZ stock, worth $260,257. This represents 0.08% of its overall portfolio holdings.

Number of Shares
11,218
Previous 11,402 1.61%
Holding current value
$260,257
Previous $259,000 0.39%
% of portfolio
0.08%
Previous 0.08%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025
SELL
$22.46 - $23.26 $4,132 - $4,279
-184 Reduced 1.61%
11,218 $260,000
Q4 2024

Feb 04, 2025
BUY
$22.63 - $47.53 $129,013 - $270,968
5,701 Added 100.0%
11,402 $259,000
Q3 2024

Nov 08, 2024
SELL
$45.2 - $47.87 $13,424 - $14,217
-297 Reduced 4.95%
5,701 $271,000
Q2 2024

Jul 31, 2024
BUY
$44.66 - $45.99 $267,870 - $275,848
5,998 New
5,998 $273,000
Q2 2023

Jul 26, 2023
SELL
$45.86 - $47.33 $20.6 Million - $21.2 Million
-448,927 Reduced 98.08%
8,776 $405,000
Q1 2023

May 10, 2023
BUY
$45.33 - $47.44 $20.7 Million - $21.7 Million
457,703 New
457,703 $10,000

Others Institutions Holding SCHZ

# of Institutions
690
Shares Held
168M
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
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