Badgley Phelps Wealth Managers, LLC Schwab Us Aggregate Bond ETF Transaction History

Badgley Phelps Wealth Managers, LLC

  • $3.76 Billion
  • Q1 2024

A detailed history of Badgley Phelps Wealth Managers, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Badgley Phelps Wealth Managers, LLC holds 9,464 shares of SCHZ stock, worth $431,369. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,464
Previous 9,464 -0.0%
Holding current value
$431,369
Previous $441,000 1.36%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 14, 2024
BUY
$43.09 - $46.83 $193,905 - $210,735
4,500 Added 90.65%
9,464 $441,000
Q3 2023

Nov 02, 2023
BUY
$44.14 - $46.33 $219,110 - $229,982
4,964 New
4,964 $219,000
Q4 2022

Jan 27, 2023
SELL
$44.31 - $47.03 $9,526 - $10,111
-215 Reduced 3.39%
6,135 $0
Q2 2022

Aug 01, 2022
BUY
N/A
6,350 New
6,350 $304,000

Others Institutions Holding SCHZ

# of Institutions
603
Shares Held
105M
Call Options Held
600
Put Options Held
3.6K
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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