Aspire Wealth Management Corp Schwab Us Aggregate Bond ETF Transaction History

Aspire Wealth Management Corp

  • $174 Million
  • Q3 2024

A detailed history of Aspire Wealth Management Corp transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Aspire Wealth Management Corp holds 2,654 shares of SCHZ stock, worth $61,387. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,654
Previous 2,665 0.41%
Holding current value
$61,387
Previous $121,000 4.13%
% of portfolio
0.07%
Previous 0.07%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
SELL
$45.2 - $47.87 $497 - $526
-11 Reduced 0.41%
2,654 $126,000
Q2 2024

Aug 12, 2024
SELL
$44.66 - $45.99 $1,205 - $1,241
-27 Reduced 1.0%
2,665 $121,000
Q1 2024

Apr 29, 2024
SELL
$45.44 - $46.67 $133,729 - $137,349
-2,943 Reduced 52.23%
2,692 $123,000
Q4 2023

Jan 22, 2024
SELL
$43.09 - $46.83 $904 - $983
-21 Reduced 0.37%
5,635 $262,000
Q3 2023

Oct 30, 2023
SELL
$44.14 - $46.33 $329,858 - $346,224
-7,473 Reduced 56.92%
5,656 $250,000
Q2 2023

Jul 27, 2023
BUY
$45.86 - $47.33 $10,135 - $10,459
221 Added 1.71%
13,129 $606,000
Q1 2023

May 04, 2023
BUY
$45.33 - $47.44 $175,245 - $183,403
3,866 Added 42.76%
12,908 $605,000
Q4 2022

Feb 06, 2023
SELL
$44.04 - $47.03 $1,541 - $1,646
-35 Reduced 0.39%
9,042 $412,000
Q3 2022

Nov 09, 2022
BUY
$44.98 - $49.09 $323,990 - $353,595
7,203 Added 384.36%
9,077 $411,000
Q2 2022

Aug 11, 2022
BUY
$46.62 - $50.36 $4,055 - $4,381
87 Added 4.87%
1,874 $90,000
Q1 2022

May 03, 2022
BUY
$50.05 - $53.52 $89,339 - $95,533
1,785 Added 89250.0%
1,787 $90,000
Q4 2021

Mar 14, 2022
BUY
$53.63 - $54.52 $107 - $109
2 New
2 $0

Others Institutions Holding SCHZ

# of Institutions
684
Shares Held
165M
Call Options Held
200
Put Options Held
1.5K
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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