Daymark Wealth Partners, LLC Schwab Us Aggregate Bond ETF Transaction History

Daymark Wealth Partners, LLC

$2.43 Billion
Q1 2024

A detailed history of Daymark Wealth Partners, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Daymark Wealth Partners, LLC holds 139,212 shares of SCHZ stock, worth $6.35 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

139,212

Previous 107,538 29.45%

Holding current value

$6.35 Million

Previous $5.01 Million 27.73%

% of portfolio

0.26%

Previous 0.23%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 10, 2024	BUY	$45.44 - $46.67 $1.44 Million - $1.48 Million	31,674 Added 29.45%	139,212 $6.4 Million
Q4 2023 Jan 09, 2024	SELL	$43.09 - $46.83 $3.96 Million - $4.3 Million	-91,851 Reduced 46.07%	107,538 $5.01 Million
Q3 2023 Oct 10, 2023	SELL	$44.14 - $46.33 $3.96 Million - $4.16 Million	-89,795 Reduced 31.05%	199,389 $8.82 Million
Q2 2023 Jul 19, 2023	BUY	$45.86 - $47.33 $10.5 Million - $10.8 Million	228,517 Added 376.67%	289,184 $13.3 Million
Q1 2023 Apr 20, 2023	BUY	$45.33 - $47.44 $2.18 Million - $2.29 Million	48,185 Added 386.04%	60,667 $2.85 Million

Q4 2022 Jan 25, 2023	BUY	$44.31 - $47.03 $553,077 - $587,028	12,482 New	12,482 $0

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

Ticker SCHZ
Sector ETFs
Industry ETFs

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Daymark Wealth Partners, LLC Schwab Us Aggregate Bond ETF Transaction History