Burleson & Company, LLC Schwab Us Aggregate Bond ETF Transaction History

Burleson & Company, LLC

  • $384 Million
  • Q4 2022

A detailed history of Burleson & Company, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Burleson & Company, LLC holds 2,332 shares of SCHZ stock, worth $106,315. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,332
Previous 2,332 -0.0%
Holding current value
$106,315
Previous $106,000 -0.0%
% of portfolio
0.03%
Previous 0.02%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2021

Nov 02, 2021
SELL
N/A
-276 Reduced 10.58%
2,332 $127,000
Q2 2021

Jul 22, 2021
SELL
N/A
-15 Reduced 0.57%
2,608 $142,000
Q1 2021

May 12, 2021
BUY
N/A
2,623 New
2,623 $142,000
Q4 2020

Feb 08, 2021
SELL
N/A
-5,076 Closed
0 $0
Q3 2020

Nov 10, 2020
SELL
N/A
-78,181 Reduced 93.9%
5,076 $284,000
Q2 2020

Aug 13, 2020
SELL
N/A
-3,393 Reduced 3.92%
83,257 $4.73 Million
Q1 2020

May 15, 2020
SELL
N/A
-10,407 Reduced 10.72%
86,650 $4.8 Million
Q4 2019

Feb 12, 2020
SELL
N/A
-10,805 Reduced 10.02%
97,057 $5.23 Million
Q3 2019

Nov 12, 2019
SELL
N/A
-22,080 Reduced 16.99%
107,862 $5.78 Million
Q2 2019

Aug 05, 2019
SELL
N/A
-16,792 Reduced 11.44%
129,942 $6.91 Million
Q1 2019

May 09, 2019
SELL
N/A
-43,902 Reduced 23.03%
146,734 $7.56 Million
Q4 2018

Feb 27, 2019
BUY
N/A
2,225 Added 1.18%
190,636 $9.72 Million
Q3 2018

Dec 06, 2018
SELL
N/A
-30,418 Reduced 13.9%
188,411 $9.4 Million
Q2 2018

Jul 31, 2018
BUY
N/A
25,075 Added 12.94%
218,829 $11.1 Million
Q1 2018

Apr 23, 2018
BUY
N/A
699 Added 0.36%
193,754 $9.89 Million
Q4 2017

Mar 19, 2018
BUY
N/A
193,055
193,055 $10 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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