Clearview Wealth Advisors LLC Schwab Us Aggregate Bond ETF Transaction History

Clearview Wealth Advisors LLC

  • $97.3 Million
  • Q1 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 104,560 shares of SCHZ stock, worth $4.74 Million. This represents 4.94% of its overall portfolio holdings.

Number of Shares
104,560
Previous 39,415 165.28%
Holding current value
$4.74 Million
Previous $1.84 Million 161.79%
% of portfolio
4.94%
Previous 2.15%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$44.31 - $47.03 $1.59 Million - $1.68 Million
-35,794 Reduced 25.71%
103,423 $4.72 Million
Q3 2022

Oct 18, 2022
BUY
N/A
3,075 Added 2.26%
139,217 $6.31 Million
Q2 2022

Aug 05, 2022
SELL
N/A
-33,477 Reduced 19.74%
136,142 $6.52 Million
Q1 2022

Apr 29, 2022
BUY
N/A
169,619 New
169,619 $8.58 Million

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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