Destination Wealth Management Schwab Us Aggregate Bond ETF Transaction History

Destination Wealth Management

  • $2.98 Billion
  • Q1 2024

A detailed history of Destination Wealth Management transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Destination Wealth Management holds 1,194,990 shares of SCHZ stock, worth $54.5 Million. This represents 1.85% of its overall portfolio holdings.

Number of Shares
1,194,990
Previous 2,530,552 52.78%
Holding current value
$54.5 Million
Previous $118 Million 53.41%
% of portfolio
1.85%
Previous 4.09%

Shares

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

May 14, 2024
SELL
$45.44 - $46.67 $60.7 Million - $62.3 Million
-1,335,562 Reduced 52.78%
1,194,990 $55 Million
Q4 2023

Feb 13, 2024
BUY
$43.09 - $46.83 $70.8 Million - $77 Million
1,643,784 Added 185.37%
2,530,552 $118 Million
Q3 2023

Nov 14, 2023
SELL
$44.14 - $46.33 $5.42 Million - $5.69 Million
-122,780 Reduced 12.16%
886,768 $39.2 Million
Q2 2023

Aug 11, 2023
SELL
$45.86 - $47.33 $4.64 Million - $4.79 Million
-101,253 Reduced 9.12%
1,009,548 $46.6 Million
Q1 2023

May 05, 2023
SELL
$45.33 - $47.44 $60 Million - $62.8 Million
-1,322,774 Reduced 54.36%
1,110,801 $52.1 Million
Q4 2022

Feb 10, 2023
BUY
$44.31 - $47.03 $87.5 Million - $92.9 Million
1,974,824 Added 430.48%
2,433,575 $111 Million
Q3 2022

Nov 10, 2022
SELL
N/A
-746,529 Reduced 61.94%
458,751 $20.8 Million
Q2 2022

Jul 29, 2022
BUY
N/A
921,196 Added 324.27%
1,205,280 $57.7 Million
Q1 2022

May 12, 2022
SELL
N/A
-625,430 Reduced 68.77%
284,084 $14.4 Million
Q4 2021

Feb 04, 2022
BUY
N/A
607,116 Added 200.77%
909,514 $49 Million
Q3 2021

Oct 25, 2021
SELL
N/A
-8,304 Reduced 2.67%
302,398 $16.4 Million
Q2 2021

Aug 13, 2021
SELL
N/A
-20,613 Reduced 6.22%
310,702 $17 Million
Q1 2021

May 05, 2021
SELL
N/A
-138,689 Reduced 29.51%
331,315 $17.9 Million
Q4 2020

Feb 11, 2021
BUY
N/A
186,865 Added 66.0%
470,004 $26.3 Million
Q3 2020

Nov 12, 2020
BUY
N/A
22,739 Added 8.73%
283,139 $15.9 Million
Q2 2020

Aug 14, 2020
BUY
N/A
23,788 Added 10.05%
260,400 $14.6 Million
Q1 2020

May 13, 2020
SELL
N/A
-19,812 Reduced 7.73%
236,612 $12.8 Million
Q4 2019

Feb 12, 2020
SELL
N/A
-24,200 Reduced 8.62%
256,424 $13.7 Million
Q3 2019

Nov 13, 2019
BUY
N/A
45 Added 0.02%
280,624 $15.1 Million
Q2 2019

Jul 19, 2019
SELL
N/A
-4,532 Reduced 1.59%
280,579 $14.9 Million
Q1 2019

May 01, 2019
SELL
N/A
-2,258,873 Reduced 88.79%
285,111 $14.8 Million
Q4 2018

Feb 05, 2019
BUY
N/A
2,403,740 Added 1713.97%
2,543,984 $129 Million
Q3 2018

Nov 07, 2018
BUY
N/A
36,914 Added 35.72%
140,244 $7.05 Million
Q2 2018

Jul 31, 2018
SELL
N/A
-442,019 Reduced 81.05%
103,330 $5.23 Million
Q1 2018

Apr 05, 2018
SELL
N/A
-45,398 Reduced 7.68%
545,349 $27.2 Million
Q4 2017

Feb 09, 2018
BUY
N/A
474,837 Added 409.66%
590,747 $30.7 Million
Q3 2017

Nov 09, 2017
SELL
N/A
-5,165 Reduced 4.27%
115,910 $6.07 Million
Q2 2017

Aug 11, 2017
BUY
N/A
121,075
121,075 $6.33 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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