Apcm Wealth Management For Individuals Schwab Us Aggregate Bond ETF Transaction History

Apcm Wealth Management For Individuals

  • $644 Million
  • Q2 2024

A detailed history of Apcm Wealth Management For Individuals transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Apcm Wealth Management For Individuals holds 30,662 shares of SCHZ stock, worth $1.45 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
30,662
Previous 29,365 4.42%
Holding current value
$1.45 Million
Previous $1.35 Million 3.48%
% of portfolio
0.22%
Previous 0.2%

Shares

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

Jul 22, 2024
BUY
$44.66 - $45.99 $57,924 - $59,649
1,297 Added 4.42%
30,662 $1.4 Million
Q1 2024

Apr 18, 2024
SELL
$45.44 - $46.67 $4,544 - $4,667
-100 Reduced 0.34%
29,365 $1.35 Million
Q4 2023

Jan 16, 2024
BUY
$43.09 - $46.83 $242,941 - $264,027
5,638 Added 23.66%
29,465 $1.37 Million
Q3 2023

Oct 31, 2023
BUY
$44.14 - $46.33 $60,515 - $63,518
1,371 Added 6.11%
23,827 $1.05 Million
Q2 2023

Jul 28, 2023
SELL
$45.86 - $47.33 $749,306 - $773,324
-16,339 Reduced 42.12%
22,456 $1.04 Million
Q1 2023

May 09, 2023
BUY
$45.33 - $47.44 $99,771 - $104,415
2,201 Added 6.01%
38,795 $1.82 Million
Q4 2022

Feb 01, 2023
SELL
$44.31 - $47.03 $15,951 - $16,930
-360 Reduced 0.97%
36,594 $1.67 Million
Q3 2022

Oct 21, 2022
SELL
N/A
-1,434 Reduced 3.74%
36,954 $1.67 Million
Q2 2022

Jul 15, 2022
SELL
N/A
-344 Reduced 0.89%
38,388 $1.84 Million
Q1 2022

Apr 11, 2022
BUY
N/A
642 Added 1.69%
38,732 $1.96 Million
Q4 2021

Jan 19, 2022
BUY
N/A
135 Added 0.36%
38,090 $2.05 Million
Q3 2021

Oct 21, 2021
BUY
N/A
932 Added 2.52%
37,955 $2.06 Million
Q2 2021

Jul 13, 2021
BUY
N/A
5,483 Added 17.38%
37,023 $2.02 Million
Q1 2021

Apr 13, 2021
BUY
N/A
3,782 Added 13.62%
31,540 $1.7 Million
Q4 2020

Jan 12, 2021
BUY
N/A
1,481 Added 5.64%
27,758 $1.56 Million
Q3 2020

Oct 06, 2020
BUY
N/A
2,609 Added 11.02%
26,277 $1.47 Million
Q2 2020

Aug 14, 2020
SELL
N/A
-2,352 Reduced 9.04%
23,668 $1.33 Million
Q1 2020

May 15, 2020
BUY
N/A
3,439 Added 15.23%
26,020 $0
Q4 2019

Feb 11, 2020
BUY
N/A
22,581 New
22,581 $1.21 Million
Q3 2019

Nov 18, 2019
SELL
N/A
-73,821 Closed
0 $0
Q1 2019

May 16, 2019
BUY
N/A
4,904 Added 7.12%
73,821 $3.83 Million
Q4 2018

Feb 14, 2019
SELL
N/A
-1,321 Reduced 1.88%
68,917 $3.49 Million
Q3 2018

Nov 15, 2018
BUY
N/A
3,783 Added 5.69%
70,238 $3.53 Million
Q2 2018

Aug 15, 2018
BUY
N/A
689 Added 1.05%
66,455 $3.37 Million
Q1 2018

May 16, 2018
BUY
N/A
2,686 Added 4.26%
65,766 $3.36 Million
Q4 2017

Feb 16, 2018
BUY
N/A
63,080
63,080 $3.28 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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