Financial Synergies Wealth Advisors, Inc. Schwab Us Aggregate Bond ETF Transaction History

Financial Synergies Wealth Advisors, Inc.

  • $805 Billion
  • Q3 2024

Shares

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

Apr 12, 2024
SELL
$45.44 - $46.67 $1,772 - $1,820
-39 Closed
0 $1,000
Q4 2023

Apr 04, 2024
BUY
$43.09 - $46.83 $1,680 - $1,826
39 New
39 $1.78 Million
Q3 2023

Apr 04, 2024
BUY
$44.14 - $46.33 $0 - $0
0 New
0 $1,000
Q2 2023

Apr 04, 2024
SELL
$45.86 - $47.33 $1,788 - $1,845
-39 Closed
0 $5,000
Q3 2022

Apr 04, 2024
SELL
$44.98 - $49.09 $3,238 - $3,534
-72 Reduced 64.86%
39 $1.75 Million
Q2 2022

Apr 04, 2024
BUY
$46.62 - $50.36 $5,174 - $5,589
111 New
111 $5.29 Million
Q4 2021

Apr 05, 2024
SELL
$53.63 - $54.52 $245,893 - $249,974
-4,585 Closed
0 $0
Q3 2021

Apr 05, 2024
BUY
$54.26 - $55.17 $976 - $993
18 Added 0.39%
4,585 $249 Million
Q2 2021

Apr 05, 2024
BUY
$53.9 - $54.6 $1,024 - $1,037
19 Added 0.42%
4,567 $249 Million
Q1 2021

Apr 05, 2024
BUY
$53.75 - $55.97 $9,513 - $9,906
177 Added 4.05%
4,548 $245 Million
Q4 2020

Apr 05, 2024
SELL
$55.56 - $56.23 $381,752 - $386,356
-6,871 Reduced 61.12%
4,371 $245 Million
Q3 2020

Apr 05, 2024
SELL
$56.07 - $56.92 $602,360 - $611,491
-10,743 Reduced 48.87%
11,242 $630 Million
Q2 2020

Apr 05, 2024
SELL
$54.35 - $56.24 $5,054 - $5,230
-93 Reduced 0.42%
21,985 $1.24 Billion
Q1 2020

Apr 05, 2024
SELL
$50.33 - $56.09 $149,530 - $166,643
-2,971 Reduced 11.86%
22,078 $1.2 Billion
Q4 2019

Apr 05, 2024
BUY
$53.21 - $54.14 $16,175 - $16,458
304 Added 1.23%
25,049 $1.34 Billion
Q3 2019

Apr 05, 2024
BUY
$53.15 - $53.86 $21,791 - $22,082
410 Added 1.68%
24,745 $1.33 Billion
Q2 2019

Apr 05, 2024
BUY
N/A
4,373 Added 21.91%
24,335 $1.29 Billion
Q1 2019

Apr 05, 2024
BUY
N/A
19,923 Added 51084.62%
19,962 $1.04 Billion

Others Institutions Holding SCHZ

# of Institutions
627
Shares Held
81.7M
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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