Capital Insight Partners, LLC Schwab Us Aggregate Bond ETF Transaction History

Capital Insight Partners, LLC

  • $529 Million
  • Q1 2024

A detailed history of Capital Insight Partners, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Capital Insight Partners, LLC holds 14,760 shares of SCHZ stock, worth $675,860. This represents 0.13% of its overall portfolio holdings.

Number of Shares
14,760
Previous 14,502 1.78%
Holding current value
$675,860
Previous $676,000 0.3%
% of portfolio
0.13%
Previous 0.14%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 16, 2024
BUY
$45.44 - $46.67 $11,723 - $12,040
258 Added 1.78%
14,760 $678,000
Q4 2023

Jan 24, 2024
BUY
$43.09 - $46.83 $106,346 - $115,576
2,468 Added 20.51%
14,502 $676,000
Q3 2023

Oct 30, 2023
SELL
$44.14 - $46.33 $24,850 - $26,083
-563 Reduced 4.47%
12,034 $532,000
Q2 2023

Jul 21, 2023
BUY
$45.86 - $47.33 $47,694 - $49,223
1,040 Added 9.0%
12,597 $581,000
Q1 2023

Apr 27, 2023
BUY
$45.33 - $47.44 $272,115 - $284,782
6,003 Added 108.08%
11,557 $542,000
Q4 2022

Feb 07, 2023
SELL
$44.31 - $47.03 $13,957 - $14,814
-315 Reduced 5.37%
5,554 $253,000
Q2 2022

Jul 20, 2022
BUY
N/A
963 Added 19.63%
5,869 $281,000
Q1 2022

Apr 21, 2022
SELL
N/A
-635 Reduced 11.46%
4,906 $248,000
Q4 2021

Jan 20, 2022
SELL
N/A
-607 Reduced 9.87%
5,541 $299,000
Q3 2021

Oct 13, 2021
SELL
N/A
-1,161 Reduced 15.88%
6,148 $334,000
Q2 2021

Aug 02, 2021
BUY
N/A
421 Added 6.11%
7,309 $399,000
Q1 2021

Apr 20, 2021
SELL
N/A
-33 Reduced 0.48%
6,888 $372,000
Q4 2020

Feb 02, 2021
BUY
N/A
76 Added 1.11%
6,921 $388,000
Q2 2020

Jul 15, 2020
BUY
N/A
6,845 New
6,845 $385,000

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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