Gpwm LLC Schwab Us Aggregate Bond ETF Transaction History

Gpwm LLC

  • $149 Million
  • Q1 2025

A detailed history of Gpwm LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Gpwm LLC holds 389 shares of SCHZ stock, worth $9,024. This represents 0.01% of its overall portfolio holdings.

Number of Shares
389
Previous 316 23.1%
Holding current value
$9,024
Previous $7,000 28.57%
% of portfolio
0.01%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
BUY
$22.46 - $23.26 $1,639 - $1,697
73 Added 23.1%
389 $9,000
Q4 2024

Jan 13, 2025
BUY
$22.63 - $47.53 $3,575 - $7,509
158 Added 100.0%
316 $7,000
Q3 2023

Oct 11, 2023
SELL
$44.14 - $46.33 $4,678 - $4,910
-106 Reduced 40.15%
158 $6,000
Q1 2023

Apr 11, 2023
SELL
$45.33 - $47.44 $54,622 - $57,165
-1,205 Reduced 82.03%
264 $12,000
Q4 2022

Jan 20, 2023
SELL
$44.04 - $47.03 $1,937 - $2,069
-44 Reduced 2.91%
1,469 $0
Q3 2022

Oct 11, 2022
SELL
$44.98 - $49.09 $6,117 - $6,676
-136 Reduced 8.25%
1,513 $69,000
Q2 2022

Jul 18, 2022
SELL
$46.62 - $50.36 $5,174 - $5,589
-111 Reduced 6.31%
1,649 $78,000
Q1 2022

Apr 07, 2022
BUY
$50.05 - $53.52 $4,004 - $4,281
80 Added 4.76%
1,760 $89,000
Q4 2021

Feb 02, 2022
BUY
$53.63 - $54.52 $90,098 - $91,593
1,680 New
1,680 $91,000

Others Institutions Holding SCHZ

# of Institutions
687
Shares Held
168M
Call Options Held
200
Put Options Held
1.5K
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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