Clearview Wealth Advisors LLC Schwab Us Aggregate Bond ETF Transaction History

Clearview Wealth Advisors LLC

$129 Million
Q3 2024

A detailed history of Clearview Wealth Advisors LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Clearview Wealth Advisors LLC holds 235,266 shares of SCHZ stock, worth $5.35 Million. This represents 8.69% of its overall portfolio holdings.

Number of Shares

235,266

Previous 207,099 13.6%

Holding current value

$5.35 Million

Previous $9.44 Million 18.43%

% of portfolio

8.69%

Previous 8.29%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	BUY	$45.2 - $47.87 $1.27 Million - $1.35 Million	28,167 Added 13.6%	235,266 $11.2 Million
Q2 2024 Jul 31, 2024	BUY	$44.66 - $45.99 $4.58 Million - $4.72 Million	102,539 Added 98.07%	207,099 $9.44 Million
Q1 2024 Apr 09, 2024	BUY	$45.44 - $46.67 $2.96 Million - $3.04 Million	65,145 Added 165.28%	104,560 $4.81 Million
Q4 2023 Jan 12, 2024	BUY	$43.09 - $46.83 $98,202 - $106,725	2,279 Added 6.14%	39,415 $1.84 Million
Q3 2023 Oct 30, 2023	SELL	$44.14 - $46.33 $5,914 - $6,208	-134 Reduced 0.36%	37,136 $1.64 Million
Q2 2023 Aug 07, 2023	BUY	$45.86 - $47.33 $71,449 - $73,740	1,558 Added 4.36%	37,270 $1.72 Million
Q1 2023 Apr 12, 2023	SELL	$45.33 - $47.44 $3.07 Million - $3.21 Million	-67,711 Reduced 65.47%	35,712 $1.68 Million
Q4 2022 Jan 31, 2023	SELL	$44.04 - $47.03 $1.58 Million - $1.68 Million	-35,794 Reduced 25.71%	103,423 $4.72 Million
Q3 2022 Oct 18, 2022	BUY	$44.98 - $49.09 $138,313 - $150,951	3,075 Added 2.26%	139,217 $6.31 Million
Q2 2022 Aug 05, 2022	SELL	$46.62 - $50.36 $1.56 Million - $1.69 Million	-33,477 Reduced 19.74%	136,142 $6.52 Million
Q1 2022 Apr 29, 2022	BUY	$50.05 - $53.52 $8.49 Million - $9.08 Million	169,619 New	169,619 $8.58 Million

Others Institutions Holding SCHZ

# of Institutions

628

Shares Held

94.5M

Call Options Held

100

Put Options Held

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About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
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Clearview Wealth Advisors LLC Schwab Us Aggregate Bond ETF Transaction History