Values Added Financial LLC Schwab Us Aggregate Bond ETF Transaction History

Values Added Financial LLC

  • $159 Billion
  • Q3 2024

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
628
Shares Held
83M
Call Options Held
100
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
Track This Portfolio

Track Values Added Financial LLC Portfolio

Follow Values Added Financial LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Values Added Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Values Added Financial LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email