Access Financial Services, Inc. Schwab Us Aggregate Bond ETF Transaction History

Access Financial Services, Inc.

  • $184 Million
  • Q3 2024

A detailed history of Access Financial Services, Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Access Financial Services, Inc. holds 6,979 shares of SCHZ stock, worth $159,190. This represents 0.18% of its overall portfolio holdings.

Number of Shares
6,979
Previous 6,979 -0.0%
Holding current value
$159,190
Previous $318,000 4.09%
% of portfolio
0.18%
Previous 0.17%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024
BUY
$45.44 - $46.67 $57,436 - $58,990
1,264 Added 22.12%
6,979 $321,000
Q1 2021

Apr 23, 2021
BUY
$53.75 - $55.97 $16,125 - $16,791
300 Added 5.54%
5,715 $308,000
Q4 2020

Jan 14, 2021
SELL
$55.56 - $56.23 $4,444 - $4,498
-80 Reduced 1.46%
5,415 $303,000
Q3 2020

Nov 09, 2020
SELL
$56.07 - $56.92 $7,008 - $7,115
-125 Reduced 2.22%
5,495 $308,000
Q2 2020

Aug 11, 2020
SELL
$54.35 - $56.24 $66,307 - $68,612
-1,220 Reduced 17.84%
5,620 $316,000
Q1 2020

Apr 16, 2020
SELL
$50.33 - $56.09 $10,066 - $11,218
-200 Reduced 2.84%
6,840 $371,000
Q4 2019

Jan 21, 2020
SELL
$53.21 - $54.14 $11,812 - $12,019
-222 Reduced 3.06%
7,040 $376,000
Q2 2019

Jul 24, 2019
SELL
N/A
-1,522 Reduced 17.33%
7,262 $385,000
Q1 2019

Apr 26, 2019
SELL
N/A
-430 Reduced 4.67%
8,784 $456,000
Q4 2018

Feb 19, 2019
SELL
N/A
-100 Reduced 1.07%
9,214 $466,000
Q3 2018

Oct 26, 2018
SELL
N/A
-50 Reduced 0.53%
9,314 $468,000
Q2 2018

Jul 20, 2018
SELL
N/A
-2,467 Reduced 20.85%
9,364 $474,000
Q1 2018

Apr 27, 2018
SELL
N/A
-17,435 Reduced 59.57%
11,831 $604,000
Q4 2017

Jan 16, 2018
SELL
N/A
-5,150 Reduced 14.96%
29,266 $1.52 Million
Q3 2017

Nov 02, 2017
BUY
N/A
34,416
34,416 $1.8 Million

Others Institutions Holding SCHZ

# of Institutions
628
Shares Held
82.9M
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 Access Financial Services, Inc. Portfolio

Follow Access Financial Services, Inc. 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 Access Financial Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Access Financial Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email