Frontier Wealth Management LLC Schwab Us Aggregate Bond ETF Transaction History

Frontier Wealth Management LLC

  • $8.02 Billion
  • Q2 2022

A detailed history of Frontier Wealth Management LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Frontier Wealth Management LLC holds 5,261 shares of SCHZ stock, worth $120,845. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,261
Previous 5,261 -0.0%
Holding current value
$120,845
Previous $259,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Aug 15, 2022
BUY
$46.62 - $50.36 $372 - $402
8 Added 0.15%
5,269 $252,000
Q1 2022

May 13, 2022
SELL
$50.05 - $53.52 $45,045 - $48,168
-900 Reduced 14.61%
5,261 $259,000
Q4 2021

Feb 04, 2022
SELL
$53.63 - $54.52 $51,216 - $52,066
-955 Reduced 13.42%
6,161 $332,000
Q3 2021

Nov 12, 2021
SELL
$54.26 - $55.17 $9,441 - $9,599
-174 Reduced 2.39%
7,116 $386,000
Q2 2021

Aug 13, 2021
SELL
$53.9 - $54.6 $103,649 - $104,995
-1,923 Reduced 20.87%
7,290 $398,000
Q1 2021

May 17, 2021
BUY
$53.75 - $55.97 $171,623 - $178,712
3,193 Added 53.04%
9,213 $497,000
Q4 2020

Feb 16, 2021
SELL
$55.56 - $56.23 $1.36 Million - $1.37 Million
-24,409 Reduced 80.22%
6,020 $337,000
Q3 2020

Nov 13, 2020
BUY
$56.07 - $56.92 $358,679 - $364,117
6,397 Added 26.62%
30,429 $1.71 Million
Q2 2020

Aug 14, 2020
BUY
$54.35 - $56.24 $1.31 Million - $1.35 Million
24,032 New
24,032 $1.35 Million
Q2 2019

Aug 16, 2019
SELL
N/A
-16,051 Closed
0 $0
Q1 2019

May 15, 2019
SELL
N/A
-448,917 Reduced 96.55%
16,051 $833,000
Q4 2018

Feb 14, 2019
BUY
N/A
47,095 Added 11.27%
464,968 $23.5 Million
Q3 2018

Nov 14, 2018
BUY
N/A
14,723 Added 3.65%
417,873 $21 Million
Q2 2018

Aug 14, 2018
BUY
N/A
69,296 Added 20.76%
403,150 $20.4 Million
Q1 2018

May 15, 2018
BUY
N/A
73,901 Added 28.43%
333,854 $17 Million
Q4 2017

Feb 14, 2018
BUY
N/A
45,065 Added 20.97%
259,953 $13.5 Million
Q3 2017

Nov 13, 2017
BUY
N/A
13,460 Added 6.68%
214,888 $11.3 Million
Q2 2017

Aug 14, 2017
BUY
N/A
201,428
201,428 $10.5 Million

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
Track This Portfolio

Track Frontier Wealth Management LLC Portfolio

Follow Frontier Wealth Management LLC 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 Frontier Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Frontier Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email