Hb Wealth Management, LLC Schwab Us Aggregate Bond ETF Transaction History

Hb Wealth Management, LLC

  • $9.75 Billion
  • Q4 2024

A detailed history of Hb Wealth Management, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Hb Wealth Management, LLC holds 148,694 shares of SCHZ stock, worth $3.38 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
148,694
Previous 7,160 1976.73%
Holding current value
$3.38 Million
Previous $340,000 892.65%
% of portfolio
0.03%
Previous 0.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
BUY
$22.63 - $47.53 $3.2 Million - $6.73 Million
141,534 Added 1976.73%
148,694 $3.38 Million
Q3 2024

Oct 15, 2024
BUY
$45.2 - $47.87 $9,401 - $9,956
208 Added 2.99%
7,160 $340,000
Q2 2024

Jul 26, 2024
SELL
$44.66 - $45.99 $112,185 - $115,526
-2,512 Reduced 26.54%
6,952 $316,000
Q1 2024

Apr 30, 2024
SELL
$45.44 - $46.67 $345,207 - $354,551
-7,597 Reduced 44.53%
9,464 $435,000
Q4 2023

Jan 16, 2024
BUY
$43.09 - $46.83 $295,942 - $321,628
6,868 Added 67.38%
17,061 $795,000
Q3 2023

Oct 13, 2023
SELL
$44.14 - $46.33 $16,155 - $16,956
-366 Reduced 3.47%
10,193 $450,000
Q2 2023

Jul 13, 2023
SELL
$45.86 - $47.33 $16,372 - $16,896
-357 Reduced 3.27%
10,559 $487,000
Q1 2023

Apr 13, 2023
SELL
$45.33 - $47.44 $92,201 - $96,492
-2,034 Reduced 15.71%
10,916 $512,000
Q4 2022

Jan 20, 2023
BUY
$44.04 - $47.03 $139,606 - $149,085
3,170 Added 32.41%
12,950 $0
Q3 2022

Oct 19, 2022
SELL
$44.98 - $49.09 $198,721 - $216,879
-4,418 Reduced 31.12%
9,780 $443,000
Q2 2022

Jul 15, 2022
SELL
$46.62 - $50.36 $78,787 - $85,108
-1,690 Reduced 10.64%
14,198 $680,000
Q1 2022

May 16, 2022
BUY
$50.05 - $53.52 $226,626 - $242,338
4,528 Added 39.86%
15,888 $803,000
Q4 2021

Feb 15, 2022
BUY
$53.63 - $54.52 $609,236 - $619,347
11,360 New
11,360 $612,000

Others Institutions Holding SCHZ

# of Institutions
628
Shares Held
94.5M
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
Track This Portfolio

Track Hb Wealth Management, LLC Portfolio

Follow Hb Wealth Management, LLC 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 Hb Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hb Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email