Burt Wealth Advisors Schwab Us Aggregate Bond ETF Transaction History

Burt Wealth Advisors

$402 Million
Q1 2025

A detailed history of Burt Wealth Advisors transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Burt Wealth Advisors holds 42,058 shares of SCHZ stock, worth $975,745. This represents 0.24% of its overall portfolio holdings.

Number of Shares

42,058

Previous 42,578 1.22%

Holding current value

$975,745

Previous $966,000 0.83%

% of portfolio

0.24%

Previous 0.24%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	SELL	$22.46 - $23.26 $11,679 - $12,095	-520 Reduced 1.22%	42,058 $974,000
Q4 2024 Feb 06, 2025	BUY	$22.63 - $47.53 $433,115 - $909,676	19,139 Added 81.65%	42,578 $966,000
Q1 2024 Apr 18, 2024	BUY	$45.44 - $46.67 $5,816 - $5,973	128 Added 0.55%	23,439 $1.08 Million
Q4 2023 Feb 01, 2024	SELL	$43.09 - $46.83 $77,863 - $84,621	-1,807 Reduced 7.19%	23,311 $1.09 Million
Q3 2023 Oct 11, 2023	SELL	$44.14 - $46.33 $88,280 - $92,660	-2,000 Reduced 7.38%	25,118 $1.11 Million
Q2 2023 Jul 18, 2023	SELL	$45.86 - $47.33 $10,089 - $10,412	-220 Reduced 0.8%	27,118 $1.25 Million
Q1 2023 Apr 13, 2023	BUY	$45.33 - $47.44 $5,167 - $5,408	114 Added 0.42%	27,338 $1.28 Million
Q4 2022 Jan 17, 2023	BUY	$44.04 - $47.03 $681,607 - $727,883	15,477 Added 131.75%	27,224 $1.24 Million
Q3 2022 Oct 11, 2022	SELL	$44.98 - $49.09 $156,350 - $170,636	-3,476 Reduced 22.83%	11,747 $532,000
Q2 2022 Jul 29, 2022	SELL	$46.62 - $50.36 $581,491 - $628,140	-12,473 Reduced 45.04%	15,223 $729,000
Q1 2022 Apr 19, 2022	SELL	$50.05 - $53.52 $1.67 Million - $1.78 Million	-33,314 Reduced 54.6%	27,696 $1.4 Million
Q4 2021 Jan 13, 2022	BUY	$53.63 - $54.52 $2.35 Million - $2.39 Million	43,847 Added 255.47%	61,010 $3.29 Million
Q3 2021 Oct 06, 2021	BUY	$54.26 - $55.17 $462,837 - $470,600	8,530 Added 98.81%	17,163 $931,000
Q2 2021 Jul 14, 2021	BUY	$53.9 - $54.6 $114,968 - $116,461	2,133 Added 32.82%	8,633 $471,000
Q1 2021 Apr 15, 2021	BUY	$53.75 - $55.97 $21,285 - $22,164	396 Added 6.49%	6,500 $351,000
Q2 2020 Aug 05, 2020	SELL	$54.35 - $56.24 $31,794 - $32,900	-585 Reduced 8.75%	6,104 $343,000
Q4 2019 Jan 29, 2020	SELL	$53.21 - $54.14 $74,813 - $76,120	-1,406 Reduced 17.37%	6,689 $357,000
Q3 2019 Oct 31, 2019	SELL	$53.15 - $53.86 $24,927 - $25,260	-469 Reduced 5.48%	8,095 $436,000
Q2 2019 Aug 05, 2019	BUY	N/A	193 Added 2.31%	8,564 $454,000
Q1 2019 Apr 24, 2019	SELL	N/A	-4,734 Reduced 36.12%	8,371 $434,000
Q4 2018 Feb 08, 2019	BUY	N/A	58 Added 0.44%	13,105 $663,000
Q3 2018 Oct 30, 2018	BUY	N/A	390 Added 3.08%	13,047 $656,000
Q2 2018 Jul 27, 2018	SELL	N/A	-125 Reduced 0.98%	12,657 $641,000
Q1 2018 Apr 24, 2018	BUY	N/A	68 Added 0.53%	12,782 $652,000
Q4 2017 Jan 30, 2018	BUY	N/A	143 Added 1.14%	12,714 $662,000
Q3 2017 Nov 09, 2017	SELL	N/A	-57 Reduced 0.45%	12,571 $658,000
Q2 2017 Aug 07, 2017	BUY	N/A	12,628	12,628 $659,000

Others Institutions Holding SCHZ

# of Institutions

688

Shares Held

168M

Call Options Held

200

Put Options Held

1.5K

View Full List

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
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Burt Wealth Advisors Schwab Us Aggregate Bond ETF Transaction History