A detailed history of Horan Capital Advisors, Llc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Horan Capital Advisors, Llc. holds 10,653 shares of SCHZ stock, worth $244,060. This represents 0.08% of its overall portfolio holdings.

Number of Shares
10,653
Holding current value
$244,060
% of portfolio
0.08%

Shares

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

Feb 06, 2025

BUY
$22.63 - $47.53 $241,077 - $506,337
10,653 New
10,653 $241,000
Q4 2020

Feb 02, 2021

SELL
$55.56 - $56.23 $99,119 - $100,314
-1,784 Closed
0 $0
Q3 2020

Nov 04, 2020

BUY
$56.07 - $56.92 $100,028 - $101,545
1,784 New
1,784 $100,000
Q1 2020

Apr 29, 2020

SELL
$50.33 - $56.09 $86,265 - $96,138
-1,714 Closed
0 $0
Q4 2019

Feb 05, 2020

BUY
$53.21 - $54.14 $5,321 - $5,414
100 Added 6.2%
1,714 $92,000
Q3 2019

Oct 22, 2019

BUY
$53.15 - $53.86 $85,784 - $86,930
1,614 New
1,614 $87,000
Q2 2019

Jul 26, 2019

SELL
N/A
-2,154 Closed
0 $0
Q1 2019

Apr 22, 2019

SELL
N/A
-2,780 Reduced 56.34%
2,154 $112,000
Q4 2018

Feb 04, 2019

SELL
N/A
-633 Reduced 11.37%
4,934 $250,000
Q3 2018

Nov 02, 2018

BUY
N/A
110 Added 2.02%
5,567 $280,000
Q2 2018

Sep 13, 2018

SELL
N/A
-107,932 Reduced 95.19%
5,457 $276,000
Q2 2018

Jul 31, 2018

BUY
N/A
108,152 Added 2065.15%
113,389 $5.74 Million
Q1 2018

Apr 23, 2018

BUY
N/A
690 Added 15.17%
5,237 $267,000
Q4 2017

Feb 06, 2018

SELL
N/A
-125 Reduced 2.68%
4,547 $237,000
Q3 2017

Nov 08, 2017

BUY
N/A
4,672
4,672 $245,000

Others Institutions Holding SCHZ

About SCHWAB US AGGREGATE BOND ETF


  • Ticker SCHZ
  • Sector ETFs
  • Industry ETFs
More about SCHZ
Track This Portfolio

Track Horan Capital Advisors, Llc. Portfolio

Follow Horan Capital Advisors, 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 Horan Capital Advisors, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Horan Capital Advisors, Llc. with notifications on news.