Heritage Wealth Advisors Schwab Us Aggregate Bond ETF Transaction History

Heritage Wealth Advisors

  • $2.16 Billion
  • Q2 2024

A detailed history of Heritage Wealth Advisors transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Heritage Wealth Advisors holds 331 shares of SCHZ stock, worth $15,517. This represents 0.0% of its overall portfolio holdings.

Number of Shares
331
Previous 4,192 92.1%
Holding current value
$15,517
Previous $192,000 92.19%
% of portfolio
0.0%
Previous 0.01%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 05, 2024
SELL
$44.66 - $45.99 $172,432 - $177,567
-3,861 Reduced 92.1%
331 $15,000
Q1 2024

May 08, 2024
BUY
$45.44 - $46.67 $175,443 - $180,192
3,861 Added 1166.47%
4,192 $192,000
Q4 2023

Feb 09, 2024
BUY
$43.09 - $46.83 $258 - $280
6 Added 1.85%
331 $15,000
Q2 2023

Aug 09, 2023
BUY
$45.86 - $47.33 $45 - $47
1 Added 0.31%
325 $15,000
Q2 2022

Aug 04, 2022
SELL
$46.62 - $50.36 $64,661 - $69,849
-1,387 Reduced 81.06%
324 $16,000
Q1 2022

May 11, 2022
SELL
$50.05 - $53.52 $11,511 - $12,309
-230 Reduced 11.85%
1,711 $87,000
Q4 2021

Feb 02, 2022
BUY
$53.63 - $54.52 $26,278 - $26,714
490 Added 33.77%
1,941 $0
Q2 2021

Aug 09, 2021
SELL
$53.9 - $54.6 $32,178 - $32,596
-597 Reduced 29.15%
1,451 $0
Q2 2021

Jul 27, 2021
BUY
$53.9 - $54.6 $32,178 - $32,596
597 Added 41.14%
2,048 $115,000
Q1 2021

Apr 27, 2021
SELL
$53.75 - $55.97 $32,088 - $33,414
-597 Reduced 29.15%
1,451 $0
Q4 2020

Feb 01, 2021
BUY
$55.56 - $56.23 $5,055 - $5,116
91 Added 4.65%
2,048 $115,000
Q3 2020

Nov 03, 2020
SELL
$56.07 - $56.92 $5,607 - $5,692
-100 Reduced 4.86%
1,957 $0
Q2 2020

Jul 17, 2020
BUY
$54.35 - $56.24 $64,459 - $66,700
1,186 Added 136.17%
2,057 $0
Q2 2020

Jul 17, 2020
SELL
$54.35 - $56.24 $68,535 - $70,918
-1,261 Reduced 59.15%
871 $115,000
Q1 2020

May 05, 2020
SELL
$50.33 - $56.09 $1,509 - $1,682
-30 Reduced 1.39%
2,132 $0
Q3 2019

Oct 30, 2019
SELL
$53.15 - $53.86 $64,045 - $64,901
-1,205 Reduced 35.79%
2,162 $116,000
Q2 2019

Aug 05, 2019
SELL
N/A
-66 Reduced 1.92%
3,367 $0
Q1 2019

May 06, 2019
BUY
N/A
2,203 Added 179.11%
3,433 $0
Q3 2018

Nov 14, 2018
BUY
N/A
1,230 New
1,230 $61,000

Others Institutions Holding SCHZ

# of Institutions
625
Shares Held
107M
Call Options Held
100
Put Options Held
1.8K
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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