Clearwater Capital Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History

Clearwater Capital Advisors, LLC

  • $892 Million
  • Q1 2024

A detailed history of Clearwater Capital Advisors, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Clearwater Capital Advisors, LLC holds 5,094 shares of SCHZ stock, worth $233,254. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,094
Previous 5,206 2.15%
Holding current value
$233,254
Previous $242,000 3.31%
% of portfolio
0.03%
Previous 0.03%

Shares

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

May 09, 2024
SELL
$45.44 - $46.67 $5,089 - $5,227
-112 Reduced 2.15%
5,094 $234,000
Q4 2023

Feb 06, 2024
SELL
$43.09 - $46.83 $11,892 - $12,925
-276 Reduced 5.03%
5,206 $242,000
Q3 2023

Oct 24, 2023
BUY
$44.14 - $46.33 $241,975 - $253,981
5,482 New
5,482 $242,000
Q2 2022

Jul 21, 2022
BUY
N/A
154 Added 3.46%
4,600 $220,000
Q1 2022

May 03, 2022
BUY
N/A
5 Added 0.11%
4,446 $225,000
Q4 2021

Jan 26, 2022
BUY
N/A
631 Added 16.56%
4,441 $239,000
Q3 2021

Nov 03, 2021
SELL
N/A
-1,014 Reduced 21.02%
3,810 $207,000
Q2 2021

Aug 04, 2021
SELL
N/A
-5,621 Reduced 53.82%
4,824 $263,000
Q1 2021

Apr 21, 2021
SELL
N/A
-252,217 Reduced 96.02%
10,445 $564,000
Q4 2020

Jan 21, 2021
BUY
N/A
60,581 Added 29.98%
262,662 $14.7 Million
Q3 2020

Oct 16, 2020
BUY
N/A
14,715 Added 7.85%
202,081 $11.3 Million
Q2 2020

Jul 30, 2020
BUY
N/A
72,264 Added 62.78%
187,366 $10.5 Million
Q1 2020

Apr 15, 2020
BUY
N/A
2,216 Added 1.96%
115,102 $6.25 Million
Q4 2019

Jan 27, 2020
BUY
N/A
30,325 Added 36.73%
112,886 $6.03 Million
Q3 2019

Nov 04, 2019
BUY
N/A
9,295 Added 12.69%
82,561 $4.45 Million
Q2 2019

Jul 26, 2019
BUY
N/A
4,476 Added 6.51%
73,266 $3.88 Million
Q1 2019

May 13, 2019
BUY
N/A
37,360 Added 118.87%
68,790 $3.57 Million
Q4 2018

Jan 22, 2019
BUY
N/A
7,460 Added 31.12%
31,430 $1.59 Million
Q3 2018

Oct 17, 2018
BUY
N/A
18,029 Added 303.47%
23,970 $1.2 Million
Q2 2018

Aug 16, 2018
BUY
N/A
5,212 Added 714.95%
5,941 $301,000
Q1 2018

May 14, 2018
BUY
N/A
729 New
729 $37,000

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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