Bcs Wealth Management Schwab Us Aggregate Bond ETF Transaction History

Bcs Wealth Management

  • $402 Million
  • Q4 2024

A detailed history of Bcs Wealth Management transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Bcs Wealth Management holds 40,380 shares of SCHZ stock, worth $933,989. This represents 0.23% of its overall portfolio holdings.

Number of Shares
40,380
Holding current value
$933,989
% of portfolio
0.23%

Shares

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

Jan 13, 2025
BUY
$22.63 - $47.53 $913,799 - $1.92 Million
40,380 New
40,380 $917,000
Q1 2024

Apr 10, 2024
BUY
$45.44 - $46.67 $323,941 - $332,710
7,129 Added 67.22%
17,735 $816,000
Q4 2023

Jan 11, 2024
BUY
$43.09 - $46.83 $6,506 - $7,071
151 Added 1.44%
10,606 $494,000
Q3 2023

Oct 12, 2023
BUY
$44.14 - $46.33 $461,483 - $484,380
10,455 New
10,455 $462,000
Q1 2023

Apr 10, 2023
BUY
$45.33 - $47.44 $297,999 - $311,870
6,574 Added 63.21%
16,974 $796,000
Q4 2022

Jan 10, 2023
SELL
$44.04 - $47.03 $7,222 - $7,712
-164 Reduced 1.55%
10,400 $475,000
Q3 2022

Oct 07, 2022
SELL
$44.98 - $49.09 $45,069 - $49,188
-1,002 Reduced 8.66%
10,564 $479,000
Q2 2022

Jul 29, 2022
SELL
$46.62 - $50.36 $90,955 - $98,252
-1,951 Reduced 14.43%
11,566 $554,000
Q1 2022

Apr 28, 2022
SELL
$50.05 - $53.52 $1.14 Million - $1.21 Million
-22,690 Reduced 62.67%
13,517 $684,000
Q4 2021

Jan 18, 2022
BUY
$53.63 - $54.52 $365,649 - $371,717
6,818 Added 23.2%
36,207 $1.95 Million
Q3 2021

Oct 25, 2021
BUY
$54.26 - $55.17 $90,451 - $91,968
1,667 Added 6.01%
29,389 $1.6 Million
Q2 2021

Jul 21, 2021
SELL
$53.9 - $54.6 $50,127 - $50,778
-930 Reduced 3.25%
27,722 $1.51 Million
Q1 2021

Apr 28, 2021
BUY
$53.75 - $55.97 $12,093 - $12,593
225 Added 0.79%
28,652 $1.55 Million
Q3 2020

Oct 23, 2020
BUY
$56.07 - $56.92 $248,277 - $252,041
4,428 Added 18.45%
28,427 $1.59 Million
Q2 2020

Jul 21, 2020
BUY
$54.35 - $56.24 $212,291 - $219,673
3,906 Added 19.44%
23,999 $1.35 Million
Q1 2020

Apr 10, 2020
SELL
$50.33 - $56.09 $683,481 - $761,702
-13,580 Reduced 40.33%
20,093 $1.09 Million
Q4 2019

Feb 10, 2020
BUY
$53.21 - $54.14 $1.79 Million - $1.82 Million
33,673 New
33,673 $1.8 Million

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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