Wedmont Private Capital Schwab Us Aggregate Bond ETF Transaction History

Wedmont Private Capital

  • $1.88 Billion
  • Q4 2024

A detailed history of Wedmont Private Capital transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Wedmont Private Capital holds 19,610 shares of SCHZ stock, worth $445,539. This represents 0.02% of its overall portfolio holdings.

Number of Shares
19,610
Previous 9,805 100.0%
Holding current value
$445,539
Previous $465,000 4.3%
% of portfolio
0.02%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 13, 2025
BUY
$22.63 - $47.53 $221,887 - $466,031
9,805 Added 100.0%
19,610 $445,000
Q3 2024

Oct 08, 2024
SELL
$45.2 - $47.87 $29,786 - $31,546
-659 Reduced 6.3%
9,805 $465,000
Q2 2024

Jul 15, 2024
BUY
$44.66 - $45.99 $25,545 - $26,306
572 Added 5.78%
10,464 $476,000
Q1 2024

Apr 10, 2024
BUY
$45.44 - $46.67 $3,953 - $4,060
87 Added 0.89%
9,892 $455,000
Q4 2023

Jan 09, 2024
SELL
$43.09 - $46.83 $115,567 - $125,598
-2,682 Reduced 21.48%
9,805 $457,000
Q3 2023

Oct 10, 2023
BUY
$44.14 - $46.33 $551,176 - $578,522
12,487 New
12,487 $552,000

Others Institutions Holding SCHZ

# of Institutions
628
Shares Held
94.5M
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
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