Wr Wealth Planners, LLC Schwab Us Aggregate Bond ETF Transaction History

Wr Wealth Planners, LLC

  • $301 Million
  • Q4 2024

A detailed history of Wr Wealth Planners, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 53 shares of SCHZ stock, worth $1,210. This represents 0.0% of its overall portfolio holdings.

Number of Shares
53
Previous 26 103.85%
Holding current value
$1,210
Previous $1,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Feb 05, 2025
BUY
$22.63 - $47.53 $611 - $1,283
27 Added 103.85%
53 $1,000
Q2 2024

Jul 31, 2024
BUY
$44.66 - $45.99 $1,161 - $1,195
26 New
26 $1,000

Others Institutions Holding SCHZ

# of Institutions
648
Shares Held
124M
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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