Geometric Wealth Advisors Schwab Us Aggregate Bond ETF Transaction History

Geometric Wealth Advisors

  • $518 Million
  • Q3 2024

A detailed history of Geometric Wealth Advisors transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Geometric Wealth Advisors holds 9,361 shares of SCHZ stock, worth $213,524. This represents 0.09% of its overall portfolio holdings.

Number of Shares
9,361
Previous 7,757 20.68%
Holding current value
$213,524
Previous $353,000 25.78%
% of portfolio
0.09%
Previous 0.07%

Shares

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

Oct 24, 2024
BUY
$45.2 - $47.87 $72,500 - $76,783
1,604 Added 20.68%
9,361 $444,000
Q2 2024

Aug 13, 2024
BUY
$44.66 - $45.99 $54,261 - $55,877
1,215 Added 18.57%
7,757 $353,000
Q1 2024

May 07, 2024
BUY
$45.44 - $46.67 $9,269 - $9,520
204 Added 3.22%
6,542 $300,000
Q4 2023

Jan 18, 2024
SELL
$43.09 - $46.83 $4,524 - $4,917
-105 Reduced 1.63%
6,338 $295,000
Q3 2023

Oct 12, 2023
SELL
$44.14 - $46.33 $7,150 - $7,505
-162 Reduced 2.45%
6,443 $284,000
Q2 2023

Jul 17, 2023
BUY
$45.86 - $47.33 $2,384 - $2,461
52 Added 0.79%
6,605 $304,000
Q1 2023

May 01, 2023
SELL
$45.33 - $47.44 $50,542 - $52,895
-1,115 Reduced 14.54%
6,553 $307,000
Q4 2022

Jan 09, 2023
BUY
$44.04 - $47.03 $28,934 - $30,898
657 Added 9.37%
7,668 $0
Q3 2022

Oct 11, 2022
BUY
$44.98 - $49.09 $1,979 - $2,159
44 Added 0.63%
7,011 $318,000
Q2 2022

Jul 20, 2022
SELL
$46.62 - $50.36 $5,967 - $6,446
-128 Reduced 1.8%
6,967 $334,000
Q1 2022

Apr 18, 2022
BUY
$50.05 - $53.52 $355,104 - $379,724
7,095 New
7,095 $359,000

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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