Gradient Investments LLC Schwab Us Aggregate Bond ETF Transaction History

Gradient Investments LLC

  • $3.55 Billion
  • Q1 2024

A detailed history of Gradient Investments LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Gradient Investments LLC holds 72 shares of SCHZ stock, worth $3,296. This represents 0.0% of its overall portfolio holdings.

Number of Shares
72
Holding current value
$3,296
% of portfolio
0.0%

Shares

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

Apr 23, 2024
BUY
$45.44 - $46.67 $3,271 - $3,360
72 New
72 $3,000
Q2 2022

Jul 11, 2022
SELL
N/A
-7 Reduced 1.74%
395 $19,000
Q1 2022

May 26, 2022
BUY
N/A
185 Added 85.25%
402 $20,000
Q4 2021

Jan 12, 2022
SELL
N/A
-267 Reduced 55.17%
217 $12,000
Q3 2021

Oct 18, 2021
BUY
N/A
484 New
484 $26,000
Q1 2021

Apr 21, 2021
SELL
N/A
-39 Closed
0 $0
Q2 2020

Jul 10, 2020
SELL
N/A
-166 Reduced 80.98%
39 $2,000
Q1 2020

Apr 07, 2020
SELL
N/A
-29,008 Reduced 99.3%
205 $11,000
Q4 2019

Jan 15, 2020
BUY
N/A
1,065 Added 3.78%
29,213 $1.56 Million
Q3 2019

Oct 10, 2019
BUY
N/A
191 Added 0.68%
28,148 $1.52 Million
Q2 2019

Jul 16, 2019
BUY
N/A
9,161 Added 48.74%
27,957 $1.48 Million
Q1 2019

Apr 11, 2019
SELL
N/A
-7,115 Reduced 27.46%
18,796 $975,000
Q4 2018

Jan 18, 2019
BUY
N/A
1,425 Added 5.82%
25,911 $1.31 Million
Q3 2018

Oct 11, 2018
BUY
N/A
152 Added 0.62%
24,486 $1.23 Million
Q2 2018

Aug 09, 2018
BUY
N/A
3,663 Added 17.72%
24,334 $1.23 Million
Q1 2018

Apr 11, 2018
BUY
N/A
1,465 Added 7.63%
20,671 $1.06 Million
Q4 2017

Feb 07, 2018
BUY
N/A
50 Added 0.26%
19,206 $999,000
Q3 2017

Oct 16, 2017
BUY
N/A
19,156
19,156 $1 Million

Others Institutions Holding SCHZ

# of Institutions
603
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
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