A detailed history of Graves Light Lenhart Wealth, Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Graves Light Lenhart Wealth, Inc. holds 31,081 shares of SCHZ stock, worth $711,444. This represents 0.18% of its overall portfolio holdings.

Number of Shares
31,081
Previous 31,076 0.02%
Holding current value
$711,444
Previous $1.42 Million 4.24%
% of portfolio
0.18%
Previous 0.16%

Shares

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

Nov 14, 2024

BUY
$45.2 - $47.87 $226 - $239
5 Added 0.02%
31,081 $1.48 Million
Q2 2024

Aug 14, 2024

SELL
$44.66 - $45.99 $215,082 - $221,487
-4,816 Reduced 13.42%
31,076 $1.42 Million
Q1 2024

May 13, 2024

SELL
$45.44 - $46.67 $182,123 - $187,053
-4,008 Reduced 10.05%
35,892 $1.65 Million
Q4 2023

Feb 09, 2024

SELL
$43.09 - $46.83 $48,993 - $53,245
-1,137 Reduced 2.77%
39,900 $1.86 Million
Q3 2023

Nov 13, 2023

SELL
$44.14 - $46.33 $284,923 - $299,060
-6,455 Reduced 13.59%
41,037 $1.82 Million
Q2 2023

Aug 14, 2023

SELL
$45.86 - $47.33 $71,633 - $73,929
-1,562 Reduced 3.18%
47,492 $2.19 Million
Q1 2023

May 15, 2023

SELL
$45.33 - $47.44 $86,127 - $90,136
-1,900 Reduced 3.73%
49,054 $2.3 Million
Q4 2022

Feb 14, 2023

SELL
$44.04 - $47.03 $740,752 - $791,044
-16,820 Reduced 24.82%
50,954 $2.33 Million
Q3 2022

Nov 14, 2022

SELL
$44.98 - $49.09 $131,161 - $143,146
-2,916 Reduced 4.13%
67,774 $3.07 Million
Q2 2022

Aug 15, 2022

SELL
$46.62 - $50.36 $1.29 Million - $1.39 Million
-27,661 Reduced 28.12%
70,690 $3.38 Million
Q1 2022

May 13, 2022

SELL
$50.05 - $53.52 $26,776 - $28,633
-535 Reduced 0.54%
98,351 $4.97 Million
Q4 2021

Feb 14, 2022

SELL
$53.63 - $54.52 $89,830 - $91,321
-1,675 Reduced 1.67%
98,886 $5.33 Million
Q3 2021

Nov 15, 2021

SELL
$54.26 - $55.17 $121,271 - $123,304
-2,235 Reduced 2.17%
100,561 $5.46 Million
Q2 2021

Jul 12, 2021

SELL
$53.9 - $54.6 $14,984 - $15,178
-278 Reduced 0.27%
102,796 $5.61 Million
Q1 2021

Apr 09, 2021

SELL
$53.75 - $55.97 $15,963 - $16,623
-297 Reduced 0.29%
103,074 $5.56 Million
Q4 2020

Feb 04, 2021

SELL
$55.56 - $56.23 $8,056 - $8,153
-145 Reduced 0.14%
103,371 $5.79 Million
Q2 2020

Jul 31, 2020

SELL
$54.35 - $56.24 $115,656 - $119,678
-2,128 Reduced 2.01%
103,516 $5.82 Million
Q1 2020

Apr 29, 2020

SELL
$50.33 - $56.09 $152,197 - $169,616
-3,024 Reduced 2.78%
105,644 $5.73 Million
Q4 2019

Jan 21, 2020

BUY
$53.21 - $54.14 $200,069 - $203,566
3,760 Added 3.58%
108,668 $5.81 Million
Q3 2019

Nov 12, 2019

BUY
$53.15 - $53.86 $576,996 - $584,704
10,856 Added 11.54%
104,908 $5.65 Million
Q2 2019

May 10, 2024

BUY
N/A
54,152 Added 135.72%
94,052 $0
Q2 2019

Jul 24, 2019

BUY
N/A
18,190 Added 23.98%
94,052 $4.99 Million
Q1 2019

May 10, 2024

BUY
N/A
35,962 Added 90.13%
75,862 $0
Q1 2019

Apr 11, 2019

BUY
N/A
57,527 Added 313.76%
75,862 $3.94 Million
Q4 2018

Jan 28, 2019

BUY
N/A
18,335 New
18,335 $928,000

Others Institutions Holding SCHZ

About SCHWAB US AGGREGATE BOND ETF


  • Ticker SCHZ
  • Sector ETFs
  • Industry ETFs
More about SCHZ
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