Bsw Wealth Partners Schwab Us Aggregate Bond ETF Transaction History

Bsw Wealth Partners

  • $661 Million
  • Q3 2024

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 11, 2023
SELL
$45.86 - $47.33 $3,668 - $3,786
-80 Reduced 1.35%
5,864 $270,000
Q1 2023

May 15, 2023
SELL
$45.33 - $47.44 $17,678 - $18,501
-390 Reduced 6.16%
5,944 $278,000
Q4 2022

Feb 13, 2023
BUY
$44.04 - $47.03 $2,202 - $2,351
50 Added 0.8%
6,334 $289,000
Q3 2022

Nov 14, 2022
BUY
$44.98 - $49.09 $4,812 - $5,252
107 Added 1.73%
6,284 $285,000
Q2 2022

Aug 15, 2022
SELL
$46.62 - $50.36 $36,130 - $39,029
-775 Reduced 11.15%
6,177 $296,000
Q1 2022

May 16, 2022
SELL
$50.05 - $53.52 $1,751 - $1,873
-35 Reduced 0.5%
6,952 $352,000
Q4 2021

Feb 14, 2022
BUY
$53.63 - $54.52 $2,306 - $2,344
43 Added 0.62%
6,987 $377,000
Q3 2021

Nov 15, 2021
SELL
$54.26 - $55.17 $15,247 - $15,502
-281 Reduced 3.89%
6,944 $377,000
Q2 2021

Aug 16, 2021
SELL
$53.9 - $54.6 $25,117 - $25,443
-466 Reduced 6.06%
7,225 $394,000
Q1 2021

May 17, 2021
BUY
$53.75 - $55.97 $30,798 - $32,070
573 Added 8.05%
7,691 $415,000
Q4 2020

Feb 16, 2021
SELL
$55.56 - $56.23 $1,277 - $1,293
-23 Reduced 0.32%
7,118 $399,000
Q3 2020

Nov 13, 2020
SELL
$56.07 - $56.92 $204,655 - $207,758
-3,650 Reduced 33.82%
7,141 $400,000
Q2 2020

Aug 13, 2020
SELL
$54.35 - $56.24 $3,369 - $3,486
-62 Reduced 0.57%
10,791 $607,000
Q1 2020

May 14, 2020
SELL
$50.33 - $56.09 $12,079 - $13,461
-240 Reduced 2.16%
10,853 $589,000
Q4 2019

Feb 18, 2020
SELL
$53.21 - $54.14 $54,167 - $55,114
-1,018 Reduced 8.41%
11,093 $593,000
Q3 2019

Nov 12, 2019
SELL
$53.15 - $53.86 $8.59 Million - $8.71 Million
-161,674 Reduced 93.03%
12,111 $652,000
Q2 2019

Aug 13, 2019
BUY
N/A
17,808 Added 11.42%
173,785 $9.21 Million
Q1 2019

May 14, 2019
SELL
N/A
-32,339 Reduced 17.17%
155,977 $8.09 Million
Q4 2018

Feb 13, 2019
BUY
N/A
162,901 Added 640.96%
188,316 $9.53 Million
Q3 2018

Nov 09, 2018
SELL
N/A
-159,722 Reduced 86.27%
25,415 $243,000
Q2 2018

Aug 07, 2018
SELL
N/A
-112,183 Reduced 37.73%
185,137 $9.38 Million
Q1 2018

May 10, 2018
BUY
N/A
7,396 Added 2.55%
297,320 $15.2 Million
Q4 2017

Feb 08, 2018
BUY
N/A
745 Added 0.26%
289,924 $15.1 Million
Q3 2017

Nov 03, 2017
BUY
N/A
289,179
289,179 $15.1 Million

Others Institutions Holding SCHZ

# of Institutions
628
Shares Held
83M
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
Track This Portfolio

Track Bsw Wealth Partners Portfolio

Follow Bsw Wealth Partners and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Bsw Wealth Partners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email