Capital Directions Investment Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History

Capital Directions Investment Advisors, LLC

$268 Million
Q4 2022

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2019 Feb 05, 2020	SELL	$53.21 - $54.14 $15,963 - $16,242	-300 Closed	0 $0
Q3 2019 Nov 14, 2019	BUY	$53.15 - $53.86 $12,702 - $12,872	239 Added 391.8%	300 $16,000
Q2 2019 Aug 14, 2019	BUY	N/A	1 Added 1.67%	61 $3,000
Q3 2018 Nov 14, 2018	BUY	N/A	60 New	60 $3,000
Q2 2018 Aug 14, 2018	SELL	N/A	-59 Closed	0 $0
Q1 2018 May 10, 2018	BUY	N/A	1 Added 1.72%	59 $3,000
Q4 2017 Feb 15, 2018	BUY	N/A	58	58 $3,000

Others Institutions Holding SCHZ

# of Institutions

628

Shares Held

82.5M

Call Options Held

100

Put Options Held

Jpmorgan Chase & CO New York, NY

6.33M
Shares

$147 Million
0.02% of portfolio
Ameriprise Financial Inc Minneapolis, MN

4.15M
Shares

$96.6 Million
0.05% of portfolio
Avantax Planning Partners, Inc.

3.14M
Shares

$73 Million
5.37% of portfolio
Charles Schwab Trust CO

2.9M
Shares

$67.5 Million
12.11% of portfolio
Rockbridge Investment Management, Lcc Syracuse, NY

2.85M
Shares

$66.3 Million
17.53% of portfolio

View Full List

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
Sector ETFs
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