Holistic Financial Partners Schwab Us Aggregate Bond ETF Transaction History

Holistic Financial Partners

  • $205 Million
  • Q3 2024

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Aug 02, 2022
SELL
$46.62 - $50.36 $10.5 Million - $11.4 Million
-226,023 Closed
0 $0
Q1 2022

May 13, 2022
BUY
$50.05 - $53.52 $864,063 - $923,969
17,264 Added 8.27%
226,023 $11.4 Million
Q4 2021

Feb 11, 2022
BUY
$53.63 - $54.52 $42,260 - $42,961
788 Added 0.38%
208,759 $11.3 Million
Q3 2021

Nov 12, 2021
BUY
$54.26 - $55.17 $446,993 - $454,490
8,238 Added 4.12%
207,971 $11.3 Million
Q2 2021

Aug 13, 2021
BUY
$53.9 - $54.6 $528,597 - $535,462
9,807 Added 5.16%
199,733 $10.9 Million
Q1 2021

May 11, 2021
SELL
$53.75 - $55.97 $424,517 - $442,051
-7,898 Reduced 3.99%
189,926 $10.2 Million
Q4 2020

Feb 10, 2021
SELL
$55.56 - $56.23 $36,836 - $37,280
-663 Reduced 0.33%
197,824 $11.1 Million
Q3 2020

Nov 13, 2020
SELL
$56.07 - $56.92 $1.95 Million - $1.98 Million
-34,717 Reduced 14.89%
198,487 $11.1 Million
Q2 2020

Aug 13, 2020
BUY
$54.35 - $56.24 $3.06 Million - $3.17 Million
56,338 Added 31.85%
233,204 $13.1 Million
Q1 2020

May 05, 2020
BUY
$50.33 - $56.09 $8.9 Million - $9.92 Million
176,866 New
176,866 $9.6 Million
Q4 2019

Feb 06, 2020
SELL
$53.21 - $54.14 $9.86 Million - $10 Million
-185,310 Closed
0 $0
Q3 2019

Nov 07, 2019
SELL
$53.15 - $53.86 $150,786 - $152,800
-2,837 Reduced 1.51%
185,310 $9.97 Million
Q2 2019

Aug 07, 2019
BUY
N/A
14,924 Added 8.62%
188,147 $9.97 Million
Q1 2019

May 07, 2019
BUY
N/A
14,995 Added 9.48%
173,223 $8.99 Million
Q4 2018

Feb 11, 2019
BUY
N/A
33,124 Added 26.48%
158,228 $8.01 Million
Q3 2018

Nov 05, 2018
BUY
N/A
46,759 Added 59.68%
125,104 $6.29 Million
Q2 2018

Aug 14, 2018
BUY
N/A
15,454 Added 24.57%
78,345 $3.97 Million
Q1 2018

May 14, 2018
BUY
N/A
18,414 Added 41.4%
62,891 $3.21 Million
Q4 2017

Feb 09, 2018
BUY
N/A
44,477
44,477 $2.32 Million

Others Institutions Holding SCHZ

# of Institutions
628
Shares Held
83M
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
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