Vantage Financial Partners, LLC Schwab Us Aggregate Bond ETF Transaction History

Vantage Financial Partners, LLC

  • $368 Million
  • Q1 2024

A detailed history of Vantage Financial Partners, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Vantage Financial Partners, LLC holds 207,570 shares of SCHZ stock, worth $9.46 Million. This represents 2.6% of its overall portfolio holdings.

Number of Shares
207,570
Previous 205,245 1.13%
Holding current value
$9.46 Million
Previous $9.57 Million 0.21%
% of portfolio
2.6%
Previous 2.84%

Shares

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

May 02, 2024
BUY
$45.44 - $46.67 $105,648 - $108,507
2,325 Added 1.13%
207,570 $9.55 Million
Q4 2023

Feb 05, 2024
BUY
$43.09 - $46.83 $447,015 - $485,814
10,374 Added 5.32%
205,245 $9.57 Million
Q3 2023

Nov 02, 2023
BUY
$44.14 - $46.33 $437,471 - $459,176
9,911 Added 5.36%
194,871 $8.62 Million
Q2 2023

Aug 08, 2023
SELL
$45.86 - $47.33 $24,993 - $25,794
-545 Reduced 0.29%
184,960 $8.54 Million
Q1 2023

May 08, 2023
BUY
$45.33 - $47.44 $8.41 Million - $8.8 Million
185,505 New
185,505 $8.7 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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