Blooom, Inc. Schwab Us Aggregate Bond ETF Transaction History

Blooom, Inc.

$52.7 Million
Q3 2022

A detailed history of Blooom, Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Blooom, Inc. holds 17,975 shares of SCHZ stock, worth $411,268. This represents 1.55% of its overall portfolio holdings.

Number of Shares

17,975

Previous 17,182 4.62%

Holding current value

$411,268

Previous $822,000 0.85%

% of portfolio

1.55%

Previous 1.41%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 01, 2022	BUY	$44.98 - $49.09 $35,669 - $38,928	793 Added 4.62%	17,975 $815,000
Q2 2022 Aug 01, 2022	SELL	$46.62 - $50.36 $128,298 - $138,590	-2,752 Reduced 13.81%	17,182 $822,000
Q1 2022 May 06, 2022	BUY	$50.05 - $53.52 $53,653 - $57,373	1,072 Added 5.68%	19,934 $1.01 Million
Q4 2021 Jan 19, 2022	BUY	$53.63 - $54.52 $114,231 - $116,127	2,130 Added 12.73%	18,862 $1.02 Million
Q3 2021 Oct 19, 2021	BUY	$54.26 - $55.17 $83,668 - $85,072	1,542 Added 10.15%	16,732 $911,000
Q2 2021 Sep 23, 2021	BUY	$53.9 - $54.6 $459,012 - $464,973	8,516 Added 127.6%	15,190 $828,000
Q1 2021 Oct 21, 2021	SELL	$53.75 - $55.97 $221,880 - $231,044	-4,128 Reduced 38.22%	6,674 $608,000
Q4 2020 Oct 21, 2021	BUY	$55.56 - $56.23 $600,159 - $607,396	10,802 New	10,802 $604,000

Others Institutions Holding SCHZ

# of Institutions

629

Shares Held

111M

Call Options Held

100

Put Options Held

1.8K

View Full List

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
Sector ETFs
Industry ETFs

More about SCHZ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Blooom, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Blooom, Inc. with notifications on news.

Account