Worth Financial Advisory Group, LLC Schwab Us Aggregate Bond ETF Transaction History

Worth Financial Advisory Group, LLC

  • $152 Billion
  • Q2 2024

A detailed history of Worth Financial Advisory Group, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Worth Financial Advisory Group, LLC holds 16,179 shares of SCHZ stock, worth $767,369. This represents 0.48% of its overall portfolio holdings.

Number of Shares
16,179
Previous 10,620 52.34%
Holding current value
$767,369
Previous $489 Million 50.95%
% of portfolio
0.48%
Previous 0.34%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 26, 2024
BUY
$44.66 - $45.99 $248,264 - $255,658
5,559 Added 52.34%
16,179 $737 Million
Q1 2024

Apr 30, 2024
BUY
$45.44 - $46.67 $482,572 - $495,635
10,620 New
10,620 $489 Million

Others Institutions Holding SCHZ

# of Institutions
623
Shares Held
107M
Call Options Held
100
Put Options Held
1.8K
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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