Financial Life Advisors Schwab Us Aggregate Bond ETF Transaction History

Financial Life Advisors

  • $261 Million
  • Q3 2024

A detailed history of Financial Life Advisors transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Financial Life Advisors holds 574,848 shares of SCHZ stock, worth $13.1 Million. This represents 10.45% of its overall portfolio holdings.

Number of Shares
574,848
Previous 533,395 7.77%
Holding current value
$13.1 Million
Previous $24.3 Million 12.36%
% of portfolio
10.45%
Previous 9.99%

Shares

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

Oct 21, 2024
BUY
$45.2 - $47.87 $1.87 Million - $1.98 Million
41,453 Added 7.77%
574,848 $27.3 Million
Q2 2024

Aug 09, 2024
BUY
$44.66 - $45.99 $1.37 Million - $1.41 Million
30,749 Added 6.12%
533,395 $24.3 Million
Q1 2024

Apr 18, 2024
BUY
$45.44 - $46.67 $1.16 Million - $1.19 Million
25,425 Added 5.33%
502,646 $23.1 Million
Q4 2023

Mar 19, 2024
SELL
$43.09 - $46.83 $2.14 Million - $2.32 Million
-49,585 Reduced 9.41%
477,221 $22.2 Million
Q3 2023

Nov 01, 2023
BUY
$44.14 - $46.33 $1.37 Million - $1.44 Million
30,975 Added 6.25%
526,806 $23.3 Million
Q2 2023

Jul 18, 2023
BUY
$45.86 - $47.33 $6.63 Million - $6.84 Million
144,495 Added 41.13%
495,831 $22.9 Million
Q1 2023

Apr 26, 2023
SELL
$45.33 - $47.44 $3.92 Million - $4.1 Million
-86,369 Reduced 19.73%
351,336 $16.5 Million
Q4 2022

Feb 07, 2023
BUY
$44.04 - $47.03 $16.6 Million - $17.7 Million
376,808 Added 618.76%
437,705 $20 Million
Q3 2022

Oct 28, 2022
BUY
$44.98 - $49.09 $2.74 Million - $2.99 Million
60,897 New
60,897 $2.76 Million
Q2 2022

Jul 22, 2022
SELL
$46.62 - $50.36 $242,004 - $261,418
-5,191 Closed
0 $0
Q1 2022

Apr 20, 2022
SELL
$50.05 - $53.52 $60,460 - $64,652
-1,208 Reduced 18.88%
5,191 $263,000
Q1 2021

May 12, 2021
BUY
$53.75 - $55.97 $72,777 - $75,783
1,354 Added 26.84%
6,399 $345,000
Q4 2020

Feb 09, 2021
SELL
$55.56 - $56.23 $230,629 - $233,410
-4,151 Reduced 45.14%
5,045 $282,000
Q3 2020

Oct 29, 2020
BUY
$56.07 - $56.92 $515,619 - $523,436
9,196 New
9,196 $515,000
Q1 2020

May 27, 2020
SELL
$50.33 - $56.09 $462,834 - $515,803
-9,196 Closed
0 $0
Q1 2018

May 09, 2018
BUY
N/A
921 Added 11.13%
9,196 $469,000
Q4 2017

Feb 20, 2018
BUY
N/A
8,275
8,275 $431,000

Others Institutions Holding SCHZ

# of Institutions
628
Shares Held
94.5M
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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