W Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History

W Advisors, LLC

  • $161 Million
  • Q3 2024

A detailed history of W Advisors, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, W Advisors, LLC holds 26,902 shares of SCHZ stock, worth $611,482. This represents 0.79% of its overall portfolio holdings.

Number of Shares
26,902
Previous 26,910 0.03%
Holding current value
$611,482
Previous $1.23 Million 4.24%
% of portfolio
0.79%
Previous 0.81%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024
SELL
$45.2 - $47.87 $361 - $382
-8 Reduced 0.03%
26,902 $1.28 Million
Q2 2024

Aug 06, 2024
BUY
$44.66 - $45.99 $52,341 - $53,900
1,172 Added 4.55%
26,910 $1.23 Million
Q1 2024

Apr 25, 2024
SELL
$45.44 - $46.67 $727 - $746
-16 Reduced 0.06%
25,738 $1.18 Million
Q4 2023

Feb 06, 2024
BUY
$43.09 - $46.83 $1.11 Million - $1.21 Million
25,754 New
25,754 $1.2 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 W Advisors, LLC Portfolio

Follow W Advisors, 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 W Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on W Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email