Destination Wealth Management Schwab Us Aggregate Bond ETF Transaction History

Destination Wealth Management

  • $3.17 Billion
  • Q4 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 2,419,062 shares of SCHZ stock, worth $55.3 Million. This represents 1.73% of its overall portfolio holdings.

Number of Shares
2,419,062
Previous 1,057,047 128.85%
Holding current value
$55.3 Million
Previous $50.2 Million 9.32%
% of portfolio
1.73%
Previous 1.57%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
BUY
$22.63 - $47.53 $30.8 Million - $64.7 Million
1,362,015 Added 128.85%
2,419,062 $54.9 Million
Q3 2024

Nov 25, 2024
SELL
$45.2 - $47.87 $1.23 Million - $1.3 Million
-27,114 Reduced 2.5%
1,057,047 $50.2 Million
Q2 2024

Jul 24, 2024
SELL
$44.66 - $45.99 $4.95 Million - $5.1 Million
-110,829 Reduced 9.27%
1,084,161 $49.4 Million
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
$44.04 - $47.03 $87 Million - $92.9 Million
1,974,824 Added 430.48%
2,433,575 $111 Million
Q3 2022

Nov 10, 2022
SELL
$44.98 - $49.09 $33.6 Million - $36.6 Million
-746,529 Reduced 61.94%
458,751 $20.8 Million
Q2 2022

Jul 29, 2022
BUY
$46.62 - $50.36 $42.9 Million - $46.4 Million
921,196 Added 324.27%
1,205,280 $57.7 Million
Q1 2022

May 12, 2022
SELL
$50.05 - $53.52 $31.3 Million - $33.5 Million
-625,430 Reduced 68.77%
284,084 $14.4 Million
Q4 2021

Feb 04, 2022
BUY
$53.63 - $54.52 $32.6 Million - $33.1 Million
607,116 Added 200.77%
909,514 $49 Million
Q3 2021

Oct 25, 2021
SELL
$54.26 - $55.17 $450,575 - $458,131
-8,304 Reduced 2.67%
302,398 $16.4 Million
Q2 2021

Aug 13, 2021
SELL
$53.9 - $54.6 $1.11 Million - $1.13 Million
-20,613 Reduced 6.22%
310,702 $17 Million
Q1 2021

May 05, 2021
SELL
$53.75 - $55.97 $7.45 Million - $7.76 Million
-138,689 Reduced 29.51%
331,315 $17.9 Million
Q4 2020

Feb 11, 2021
BUY
$55.56 - $56.23 $10.4 Million - $10.5 Million
186,865 Added 66.0%
470,004 $26.3 Million
Q3 2020

Nov 12, 2020
BUY
$56.07 - $56.92 $1.27 Million - $1.29 Million
22,739 Added 8.73%
283,139 $15.9 Million
Q2 2020

Aug 14, 2020
BUY
$54.35 - $56.24 $1.29 Million - $1.34 Million
23,788 Added 10.05%
260,400 $14.6 Million
Q1 2020

May 13, 2020
SELL
$50.33 - $56.09 $997,137 - $1.11 Million
-19,812 Reduced 7.73%
236,612 $12.8 Million
Q4 2019

Feb 12, 2020
SELL
$53.21 - $54.14 $1.29 Million - $1.31 Million
-24,200 Reduced 8.62%
256,424 $13.7 Million
Q3 2019

Nov 13, 2019
BUY
$53.15 - $53.86 $2,391 - $2,423
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
678
Shares Held
163M
Call Options Held
200
Put Options Held
1.5K
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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