Blue Barn Wealth, LLC Schwab Us Aggregate Bond ETF Transaction History

Blue Barn Wealth, LLC

  • $172 Million
  • Q1 2024

A detailed history of Blue Barn Wealth, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Blue Barn Wealth, LLC holds 55,050 shares of SCHZ stock, worth $2.49 Million. This represents 1.47% of its overall portfolio holdings.

Number of Shares
55,050
Previous 55,375 0.59%
Holding current value
$2.49 Million
Previous $2.58 Million 1.9%
% of portfolio
1.47%
Previous 1.54%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024
SELL
$45.44 - $46.67 $14,768 - $15,167
-325 Reduced 0.59%
55,050 $2.53 Million
Q4 2023

Feb 06, 2024
BUY
$43.09 - $46.83 $76,398 - $83,029
1,773 Added 3.31%
55,375 $2.58 Million
Q3 2023

Nov 13, 2023
BUY
$44.14 - $46.33 $121,517 - $127,546
2,753 Added 5.41%
53,602 $2.37 Million
Q2 2023

Aug 08, 2023
SELL
$45.86 - $47.33 $41,136 - $42,455
-897 Reduced 1.73%
50,849 $2.35 Million
Q1 2023

May 11, 2023
BUY
$45.33 - $47.44 $159,108 - $166,514
3,510 Added 7.28%
51,746 $2.43 Million
Q4 2022

Feb 09, 2023
SELL
$44.31 - $47.03 $404,328 - $429,148
-9,125 Reduced 15.91%
48,236 $2.2 Million
Q3 2022

Oct 26, 2022
SELL
N/A
-874 Reduced 1.5%
57,361 $2.6 Million
Q2 2022

Jul 29, 2022
SELL
N/A
-4,152 Reduced 6.66%
58,235 $2.79 Million
Q1 2022

May 16, 2022
SELL
N/A
-7,219 Reduced 10.37%
62,387 $3.16 Million
Q4 2021

Feb 14, 2022
SELL
N/A
-1,382 Reduced 1.95%
69,606 $3.75 Million
Q3 2021

Nov 15, 2021
SELL
N/A
-1,236 Reduced 1.71%
70,988 $3.85 Million
Q2 2021

Aug 23, 2021
BUY
N/A
72,224 New
72,224 $3.94 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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