Cedar Brook Financial Partners, LLC Schwab Us Aggregate Bond ETF Transaction History

Cedar Brook Financial Partners, LLC

  • $698 Million
  • Q3 2024

Shares

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

Apr 17, 2024
BUY
$45.44 - $46.67 $1.56 Million - $1.6 Million
34,378 Added 31.63%
143,066 $6.58 Million
Q4 2023

Jan 12, 2024
BUY
$43.09 - $46.83 $704,995 - $766,185
16,361 Added 17.72%
108,688 $5.07 Million
Q3 2023

Oct 17, 2023
BUY
$44.14 - $46.33 $571,613 - $599,973
12,950 Added 16.31%
92,327 $4.08 Million
Q2 2023

Jul 05, 2023
BUY
$45.86 - $47.33 $167,251 - $172,612
3,647 Added 4.82%
79,377 $3.66 Million
Q1 2023

Apr 04, 2023
BUY
$45.33 - $47.44 $9,428 - $9,867
208 Added 0.28%
75,730 $3.55 Million
Q4 2022

Feb 01, 2023
BUY
$44.04 - $47.03 $116,617 - $124,535
2,648 Added 3.63%
75,522 $3.45 Million
Q3 2022

Jan 03, 2023
BUY
$44.98 - $49.09 $109,031 - $118,994
2,424 Added 3.44%
72,874 $0
Q2 2022

Aug 12, 2022
SELL
$46.62 - $50.36 $363,962 - $393,160
-7,807 Reduced 9.98%
70,450 $3.37 Million
Q1 2022

Apr 06, 2022
BUY
$50.05 - $53.52 $1.16 Million - $1.24 Million
23,211 Added 42.17%
78,257 $3.96 Million
Q4 2021

Jan 27, 2022
BUY
$53.63 - $54.52 $221,760 - $225,440
4,135 Added 8.12%
55,046 $2.97 Million
Q3 2021

Nov 01, 2021
BUY
$54.26 - $55.17 $418,778 - $425,802
7,718 Added 17.87%
50,911 $2.76 Million
Q2 2021

Aug 16, 2021
BUY
$53.9 - $54.6 $2.33 Million - $2.36 Million
43,193 New
43,193 $2.36 Million
Q2 2020

Aug 05, 2020
SELL
$54.35 - $56.24 $433,223 - $448,289
-7,971 Closed
0 $0
Q1 2020

May 07, 2020
BUY
$50.33 - $56.09 $9,361 - $10,432
186 Added 2.39%
7,971 $433,000
Q4 2019

Feb 06, 2020
SELL
$53.21 - $54.14 $218,746 - $222,569
-4,111 Reduced 34.56%
7,785 $416,000
Q3 2019

Oct 24, 2019
BUY
$53.15 - $53.86 $98,540 - $99,856
1,854 Added 18.46%
11,896 $641,000
Q2 2019

Aug 06, 2019
BUY
N/A
3,192 Added 46.6%
10,042 $532,000
Q1 2019

May 08, 2019
BUY
N/A
1,618 Added 30.93%
6,850 $355,000
Q4 2018

Feb 11, 2019
BUY
N/A
5,232 New
5,232 $0

Others Institutions Holding SCHZ

# of Institutions
627
Shares Held
81.7M
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
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