Syntegra Private Wealth Group, LLC Schwab Us Aggregate Bond ETF Transaction History

Syntegra Private Wealth Group, LLC

  • $775 Billion
  • Q1 2024

A detailed history of Syntegra Private Wealth Group, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Syntegra Private Wealth Group, LLC holds 9,928 shares of SCHZ stock, worth $452,617. This represents 0.06% of its overall portfolio holdings.

Number of Shares
9,928
Previous 9,902 0.26%
Holding current value
$452,617
Previous $462 Million 1.07%
% of portfolio
0.06%
Previous 0.07%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024
BUY
$45.44 - $46.67 $1,181 - $1,213
26 Added 0.26%
9,928 $457 Million
Q4 2023

Jan 18, 2024
SELL
$43.09 - $46.83 $18,614 - $20,230
-432 Reduced 4.18%
9,902 $462 Million
Q3 2023

Oct 18, 2023
SELL
$44.14 - $46.33 $42,374 - $44,476
-960 Reduced 8.5%
10,334 $457 Million
Q2 2023

Jul 28, 2023
BUY
$45.86 - $47.33 $22,012 - $22,718
480 Added 4.44%
11,294 $521 Million
Q1 2023

May 15, 2023
BUY
$45.33 - $47.44 $123,297 - $129,036
2,720 Added 33.61%
10,814 $507 Million
Q4 2022

Feb 13, 2023
BUY
$44.31 - $47.03 $358,645 - $380,660
8,094 New
8,094 $370 Million

Others Institutions Holding SCHZ

# of Institutions
603
Shares Held
105M
Call Options Held
600
Put Options Held
3.6K
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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