Great Waters Wealth Management Schwab Us Aggregate Bond ETF Transaction History

Great Waters Wealth Management

  • $721 Billion
  • Q1 2025

A detailed history of Great Waters Wealth Management transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Great Waters Wealth Management holds 42,396 shares of SCHZ stock, worth $983,587. This represents 0.14% of its overall portfolio holdings.

Number of Shares
42,396
Previous 44,420 4.56%
Holding current value
$983,587
Previous $1.01 Billion 2.62%
% of portfolio
0.14%
Previous 0.13%

Shares

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

Apr 14, 2025
SELL
$22.46 - $23.26 $45,459 - $47,078
-2,024 Reduced 4.56%
42,396 $982 Million
Q4 2024

Jan 16, 2025
BUY
$22.63 - $47.53 $447,757 - $940,428
19,786 Added 80.32%
44,420 $1.01 Billion
Q3 2024

Oct 04, 2024
BUY
$45.2 - $47.87 $14,870 - $15,749
329 Added 1.35%
24,634 $1.17 Billion
Q2 2024

Jul 08, 2024
SELL
$44.66 - $45.99 $30,100 - $30,997
-674 Reduced 2.7%
24,305 $1.11 Billion
Q1 2024

Apr 08, 2024
BUY
$45.44 - $46.67 $47,939 - $49,236
1,055 Added 4.41%
24,979 $1.15 Billion
Q4 2023

Jan 19, 2024
BUY
$43.09 - $46.83 $12,711 - $13,814
295 Added 1.25%
23,924 $1.11 Billion
Q3 2023

Oct 11, 2023
SELL
$44.14 - $46.33 $28,028 - $29,419
-635 Reduced 2.62%
23,629 $1.03 Billion
Q2 2023

Jul 07, 2023
SELL
$45.86 - $47.33 $17,656 - $18,222
-385 Reduced 1.56%
24,264 $1.12 Billion
Q1 2023

Apr 25, 2023
BUY
$45.33 - $47.44 $21,214 - $22,201
468 Added 1.94%
24,649 $1.15 Billion
Q4 2022

Feb 03, 2023
BUY
$44.04 - $47.03 $1.06 Million - $1.14 Million
24,181 New
24,181 $1.14 Billion

Others Institutions Holding SCHZ

# of Institutions
700
Shares Held
171M
Call Options Held
1.7K
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 Great Waters Wealth Management Portfolio

Follow Great Waters Wealth Management 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 Great Waters Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Great Waters Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email