Bcs Wealth Management Schwab Us Aggregate Bond ETF Transaction History

Bcs Wealth Management

  • $312 Million
  • Q1 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 17,735 shares of SCHZ stock, worth $803,750. This represents 0.26% of its overall portfolio holdings.

Number of Shares
17,735
Previous 10,606 67.22%
Holding current value
$803,750
Previous $494,000 65.18%
% of portfolio
0.26%
Previous 0.18%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$44.31 - $47.03 $7,266 - $7,712
-164 Reduced 1.55%
10,400 $475,000
Q3 2022

Oct 07, 2022
SELL
N/A
-1,002 Reduced 8.66%
10,564 $479,000
Q2 2022

Jul 29, 2022
SELL
N/A
-1,951 Reduced 14.43%
11,566 $554,000
Q1 2022

Apr 28, 2022
SELL
N/A
-22,690 Reduced 62.67%
13,517 $684,000
Q4 2021

Jan 18, 2022
BUY
N/A
6,818 Added 23.2%
36,207 $1.95 Million
Q3 2021

Oct 25, 2021
BUY
N/A
1,667 Added 6.01%
29,389 $1.6 Million
Q2 2021

Jul 21, 2021
SELL
N/A
-930 Reduced 3.25%
27,722 $1.51 Million
Q1 2021

Apr 28, 2021
BUY
N/A
225 Added 0.79%
28,652 $1.55 Million
Q3 2020

Oct 23, 2020
BUY
N/A
4,428 Added 18.45%
28,427 $1.59 Million
Q2 2020

Jul 21, 2020
BUY
N/A
3,906 Added 19.44%
23,999 $1.35 Million
Q1 2020

Apr 10, 2020
SELL
N/A
-13,580 Reduced 40.33%
20,093 $1.09 Million
Q4 2019

Feb 10, 2020
BUY
N/A
33,673 New
33,673 $1.8 Million

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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