A detailed history of Wealth Alliance transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Wealth Alliance holds 9,105 shares of SCHZ stock, worth $206,410. This represents 0.05% of its overall portfolio holdings.

Number of Shares
9,105
Previous 9,542 4.58%
Holding current value
$206,410
Previous $434,000 0.46%
% of portfolio
0.05%
Previous 0.06%

Shares

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

Nov 04, 2024

SELL
$45.2 - $47.87 $19,752 - $20,919
-437 Reduced 4.58%
9,105 $432,000
Q2 2024

Aug 09, 2024

BUY
$44.66 - $45.99 $134,649 - $138,659
3,015 Added 46.19%
9,542 $434,000
Q1 2024

May 10, 2024

BUY
$45.44 - $46.67 $296,586 - $304,615
6,527 New
6,527 $300,000

Others Institutions Holding SCHZ

About SCHWAB US AGGREGATE BOND ETF


  • Ticker SCHZ
  • Sector ETFs
  • Industry ETFs
More about SCHZ
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