Td Private Client Wealth LLC Schwab Us Aggregate Bond ETF Transaction History

Td Private Client Wealth LLC

  • $3.63 Trillion
  • Q1 2025

A detailed history of Td Private Client Wealth LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Td Private Client Wealth LLC holds 36,287 shares of SCHZ stock, worth $833,149. This represents 0.02% of its overall portfolio holdings.

Number of Shares
36,287
Previous 27,752 30.75%
Holding current value
$833,149
Previous $630 Million 33.4%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Apr 29, 2025
BUY
$22.46 - $23.26 $191,696 - $198,524
8,535 Added 30.75%
36,287 $840 Million
Q4 2024

Feb 11, 2025
BUY
$22.63 - $47.53 $628,027 - $1.32 Million
27,752 New
27,752 $630 Million

Others Institutions Holding SCHZ

# of Institutions
704
Shares Held
174M
Call Options Held
1.7K
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
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