Financial Life Advisors Schwab Us Aggregate Bond ETF Transaction History

Financial Life Advisors

  • $238 Million
  • Q1 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 502,646 shares of SCHZ stock, worth $23 Million. This represents 9.7% of its overall portfolio holdings.

Number of Shares
502,646
Previous 477,221 5.33%
Holding current value
$23 Million
Previous $22.2 Million 3.92%
% of portfolio
9.7%
Previous 9.57%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$44.31 - $47.03 $16.7 Million - $17.7 Million
376,808 Added 618.76%
437,705 $20 Million
Q3 2022

Oct 28, 2022
BUY
N/A
60,897 New
60,897 $2.76 Million
Q2 2022

Jul 22, 2022
SELL
N/A
-5,191 Closed
0 $0
Q1 2022

Apr 20, 2022
SELL
N/A
-1,208 Reduced 18.88%
5,191 $263,000
Q1 2021

May 12, 2021
BUY
N/A
1,354 Added 26.84%
6,399 $345,000
Q4 2020

Feb 09, 2021
SELL
N/A
-4,151 Reduced 45.14%
5,045 $282,000
Q3 2020

Oct 29, 2020
BUY
N/A
9,196 New
9,196 $515,000
Q1 2020

May 27, 2020
SELL
N/A
-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
604
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
Track This Portfolio

Track Financial Life Advisors Portfolio

Follow Financial Life Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Life Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Financial Life Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email