Values Added Financial LLC Schwab Us Aggregate Bond ETF Transaction History

Values Added Financial LLC

  • $128 Billion
  • Q1 2024

A detailed history of Values Added Financial LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Values Added Financial LLC holds 8,198 shares of SCHZ stock, worth $375,386. This represents 0.29% of its overall portfolio holdings.

Number of Shares
8,198
Holding current value
$375,386
% of portfolio
0.29%

Shares

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

Apr 25, 2024
BUY
$45.44 - $46.67 $372,517 - $382,600
8,198 New
8,198 $377 Million
Q3 2023

Oct 19, 2023
BUY
$44.14 - $46.33 $698,118 - $732,755
15,816 Added 129.19%
28,058 $1.24 Billion
Q2 2023

Jul 24, 2023
BUY
$45.86 - $47.33 $561,418 - $579,413
12,242 New
12,242 $565 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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