Domani Wealth, LLC Schwab Us Aggregate Bond ETF Transaction History

Domani Wealth, LLC

  • $431 Million
  • Q1 2023

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2021

Jul 22, 2021
SELL
$53.9 - $54.6 $209,886 - $212,612
-3,894 Closed
0 $0
Q1 2021

Apr 12, 2021
SELL
$53.75 - $55.97 $71,380 - $74,328
-1,328 Reduced 25.43%
3,894 $210,000
Q4 2020

Jan 21, 2021
SELL
$55.56 - $56.23 $9,222 - $9,334
-166 Reduced 3.08%
5,222 $293,000
Q3 2020

Oct 13, 2020
SELL
$56.07 - $56.92 $19,624 - $19,922
-350 Reduced 6.1%
5,388 $302,000
Q2 2020

Jul 24, 2020
SELL
$54.35 - $56.24 $4,728 - $4,892
-87 Reduced 1.49%
5,738 $323,000
Q1 2020

Apr 10, 2020
BUY
$50.33 - $56.09 $16,860 - $18,790
335 Added 6.1%
5,825 $316,000
Q4 2019

Jan 27, 2020
SELL
$53.21 - $54.14 $47,676 - $48,509
-896 Reduced 14.03%
5,490 $293,000
Q3 2019

Oct 11, 2019
SELL
$53.15 - $53.86 $2,657 - $2,693
-50 Reduced 0.78%
6,386 $344,000
Q2 2019

Jul 17, 2019
BUY
N/A
8 Added 0.12%
6,436 $341,000
Q1 2019

Apr 24, 2019
SELL
N/A
-7,311 Reduced 53.21%
6,428 $333,000
Q4 2018

Jan 25, 2019
SELL
N/A
-30,097 Reduced 68.66%
13,739 $695,000
Q3 2018

Nov 09, 2018
SELL
N/A
-18,389 Reduced 29.55%
43,836 $2.2 Million
Q2 2018

Aug 03, 2018
SELL
N/A
-5,753 Reduced 8.46%
62,225 $3.15 Million
Q1 2018

Apr 17, 2018
SELL
N/A
-14,340 Reduced 17.42%
67,978 $3.47 Million
Q4 2017

Feb 12, 2018
SELL
N/A
-2,440 Reduced 2.88%
82,318 $4.28 Million
Q3 2017

Nov 02, 2017
SELL
N/A
-328 Reduced 0.39%
84,758 $4.44 Million
Q2 2017

Aug 11, 2017
BUY
N/A
85,086
85,086 $4.45 Million

Others Institutions Holding SCHZ

# of Institutions
628
Shares Held
83M
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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