Cooper Financial Group Schwab Us Aggregate Bond ETF Transaction History

Cooper Financial Group

  • $752 Million
  • Q3 2024

A detailed history of Cooper Financial Group transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Cooper Financial Group holds 24,967 shares of SCHZ stock, worth $573,491. This represents 0.16% of its overall portfolio holdings.

Number of Shares
24,967
Previous 17,379 43.66%
Holding current value
$573,491
Previous $792,000 49.75%
% of portfolio
0.16%
Previous 0.12%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$45.2 - $47.87 $342,977 - $363,237
7,588 Added 43.66%
24,967 $1.19 Million
Q2 2024

Jul 15, 2024
BUY
$44.66 - $45.99 $92,267 - $95,015
2,066 Added 13.49%
17,379 $792,000
Q1 2024

Apr 11, 2024
BUY
$45.44 - $46.67 $10,632 - $10,920
234 Added 1.55%
15,313 $704,000
Q4 2023

Jan 16, 2024
BUY
$43.09 - $46.83 $93,332 - $101,433
2,166 Added 16.77%
15,079 $702,000
Q3 2023

Oct 13, 2023
SELL
$44.14 - $46.33 $139,394 - $146,310
-3,158 Reduced 19.65%
12,913 $571,000
Q2 2023

Jul 07, 2023
BUY
$45.86 - $47.33 $19,169 - $19,783
418 Added 2.67%
16,071 $741,000
Q1 2023

May 10, 2023
BUY
$45.33 - $47.44 $11,287 - $11,812
249 Added 1.62%
15,653 $734,000
Q4 2022

Jan 13, 2023
SELL
$44.04 - $47.03 $10,349 - $11,052
-235 Reduced 1.5%
15,404 $0
Q3 2022

Oct 13, 2022
BUY
$44.98 - $49.09 $45,789 - $49,973
1,018 Added 6.96%
15,639 $709,000
Q2 2022

Jul 11, 2022
BUY
$46.62 - $50.36 $32,167 - $34,748
690 Added 4.95%
14,621 $700,000
Q1 2022

Apr 12, 2022
BUY
$50.05 - $53.52 $697,246 - $745,587
13,931 New
13,931 $704,000

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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