Boyer & Corporon Wealth Management, LLC Schwab Us Aggregate Bond ETF Transaction History

Boyer & Corporon Wealth Management, LLC

  • $278 Million
  • Q2 2024

A detailed history of Boyer & Corporon Wealth Management, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Boyer & Corporon Wealth Management, LLC holds 35,539 shares of SCHZ stock, worth $811,355. This represents 0.58% of its overall portfolio holdings.

Number of Shares
35,539
Previous 33,775 5.22%
Holding current value
$811,355
Previous $1.55 Million 4.25%
% of portfolio
0.58%
Previous 0.53%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024
BUY
$44.66 - $45.99 $78,780 - $81,126
1,764 Added 5.22%
35,539 $1.62 Million
Q1 2024

May 14, 2024
BUY
$45.44 - $46.67 $57,708 - $59,270
1,270 Added 3.91%
33,775 $1.55 Million
Q4 2023

Feb 13, 2024
BUY
$43.09 - $46.83 $243,415 - $264,542
5,649 Added 21.03%
32,505 $1.52 Million
Q3 2023

Nov 14, 2023
BUY
$44.14 - $46.33 $99,226 - $104,149
2,248 Added 9.14%
26,856 $1.19 Million
Q2 2023

Aug 14, 2023
BUY
$45.86 - $47.33 $301,346 - $311,005
6,571 Added 36.43%
24,608 $1.14 Million
Q1 2023

May 05, 2023
BUY
$45.33 - $47.44 $83,996 - $87,906
1,853 Added 11.45%
18,037 $846,000
Q4 2022

Jan 30, 2023
BUY
$44.04 - $47.03 $5,240 - $5,596
119 Added 0.74%
16,184 $739,000
Q3 2022

Nov 09, 2022
BUY
$44.98 - $49.09 $74,306 - $81,096
1,652 Added 11.46%
16,065 $728,000
Q2 2022

Aug 11, 2022
SELL
$46.62 - $50.36 $63,076 - $68,137
-1,353 Reduced 8.58%
14,413 $690,000
Q1 2022

May 04, 2022
BUY
$50.05 - $53.52 $15,915 - $17,019
318 Added 2.06%
15,766 $797,000
Q4 2021

Feb 08, 2022
BUY
$53.63 - $54.52 $56,901 - $57,845
1,061 Added 7.37%
15,448 $833,000
Q3 2021

Nov 10, 2021
SELL
$54.26 - $55.17 $29,951 - $30,453
-552 Reduced 3.7%
14,387 $781,000
Q2 2021

Aug 09, 2021
BUY
$53.9 - $54.6 $37,083 - $37,564
688 Added 4.83%
14,939 $816,000
Q1 2021

May 14, 2021
BUY
$53.75 - $55.97 $21,553 - $22,443
401 Added 2.9%
14,251 $769,000
Q4 2020

Feb 11, 2021
BUY
$55.56 - $56.23 $7,333 - $7,422
132 Added 0.96%
13,850 $776,000
Q3 2020

Nov 06, 2020
SELL
$56.07 - $56.92 $5,494 - $5,578
-98 Reduced 0.71%
13,718 $769,000
Q2 2020

Aug 14, 2020
SELL
$54.35 - $56.24 $311,588 - $322,423
-5,733 Reduced 29.33%
13,816 $777,000
Q1 2020

May 15, 2020
SELL
$50.33 - $56.09 $32,563 - $36,290
-647 Reduced 3.2%
19,549 $1.06 Million
Q4 2019

Feb 06, 2020
BUY
$53.21 - $54.14 $1.07 Million - $1.09 Million
20,196 New
20,196 $1.08 Million
Q3 2019

Nov 13, 2019
SELL
$53.15 - $53.86 $957,922 - $970,718
-18,023 Closed
0 $0
Q2 2019

Aug 13, 2019
SELL
N/A
-846 Reduced 4.48%
18,023 $955,000
Q1 2019

May 08, 2019
BUY
N/A
1,160 Added 6.55%
18,869 $979,000
Q4 2018

Feb 14, 2019
BUY
N/A
17,709 New
17,709 $8.96 Million
Q3 2018

Nov 14, 2018
SELL
N/A
-18,540 Closed
0 $0
Q2 2018

Aug 08, 2018
SELL
N/A
-245 Reduced 1.3%
18,540 $939,000
Q1 2018

May 14, 2018
BUY
N/A
72 Added 0.38%
18,785 $958,000
Q4 2017

Feb 13, 2018
BUY
N/A
11 Added 0.06%
18,713 $974,000
Q3 2017

Nov 14, 2017
BUY
N/A
18,702
18,702 $979,000

Others Institutions Holding SCHZ

# of Institutions
638
Shares Held
110M
Call Options Held
100
Put Options Held
0
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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