Benedetti & Gucer, Inc. Schwab Us Aggregate Bond ETF Transaction History

Benedetti & Gucer, Inc.

$201 Million
Q1 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 20, 2023	BUY	$45.86 - $47.33 $14,675 - $15,145	320 Added 1.94%	16,822 $776,000
Q1 2023 Apr 26, 2023	BUY	$45.33 - $47.44 $203,441 - $212,910	4,488 Added 37.36%	16,502 $774,000
Q4 2022 Jan 23, 2023	SELL	$44.04 - $47.03 $7,574 - $8,089	-172 Reduced 1.41%	12,014 $548,000
Q3 2022 Oct 26, 2022	BUY	$44.98 - $49.09 $548,126 - $598,210	12,186 New	12,186 $552,000
Q2 2022 Aug 05, 2022	BUY	$46.62 - $50.36 $3.23 Million - $3.49 Million	69,228 Added 473.65%	83,844 $4.02 Million
Q1 2022 Apr 22, 2022	BUY	$50.05 - $53.52 $313,763 - $335,516	6,269 Added 75.1%	14,616 $739,000
Q4 2021 Jan 20, 2022	BUY	$53.63 - $54.52 $447,649 - $455,078	8,347 New	8,347 $449,000

Others Institutions Holding SCHZ

# of Institutions

629

Shares Held

83.3M

Call Options Held

100

Put Options Held

0

Jpmorgan Chase & CO New York, NY

6.33M
Shares

$142 Million
0.02% of portfolio
Ameriprise Financial Inc Minneapolis, MN

4.15M
Shares

$93.3 Million
0.05% of portfolio
Avantax Planning Partners, Inc.

3.14M
Shares

$70.5 Million
5.37% of portfolio
Charles Schwab Trust CO

2.9M
Shares

$65.2 Million
12.11% of portfolio
Rockbridge Investment Management, Lcc Syracuse, NY

2.85M
Shares

$64.1 Million
17.53% of portfolio

About SCHWAB US AGGREGATE BOND ETF

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