Horst & Graben Wealth Management LLC Schwab Us Aggregate Bond ETF Transaction History

Horst & Graben Wealth Management LLC

  • $508 Million
  • Q2 2024

A detailed history of Horst & Graben Wealth Management LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Horst & Graben Wealth Management LLC holds 700,892 shares of SCHZ stock, worth $33.4 Million. This represents 6.29% of its overall portfolio holdings.

Number of Shares
700,892
Previous 698,302 0.37%
Holding current value
$33.4 Million
Previous $32.1 Million 0.54%
% of portfolio
6.29%
Previous 6.71%

Shares

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

Jul 23, 2024
BUY
$44.66 - $45.99 $115,669 - $119,114
2,590 Added 0.37%
700,892 $31.9 Million
Q1 2024

Apr 22, 2024
BUY
$45.44 - $46.67 $382,104 - $392,448
8,409 Added 1.22%
698,302 $32.1 Million
Q4 2023

Jan 29, 2024
SELL
$43.09 - $46.83 $1.12 Million - $1.22 Million
-26,094 Reduced 3.64%
689,893 $32.2 Million
Q3 2023

Oct 24, 2023
SELL
$44.14 - $46.33 $637,558 - $669,190
-14,444 Reduced 1.98%
715,987 $31.7 Million
Q2 2023

Jul 25, 2023
BUY
$45.86 - $47.33 $1.17 Million - $1.21 Million
25,529 Added 3.62%
730,431 $33.7 Million
Q1 2023

Apr 28, 2023
BUY
$45.33 - $47.44 $8.14 Million - $8.52 Million
179,680 Added 34.21%
704,902 $33.1 Million
Q4 2022

Jan 24, 2023
BUY
$44.04 - $47.03 $976,807 - $1.04 Million
22,180 Added 4.41%
525,222 $0
Q3 2022

Oct 24, 2022
BUY
$44.98 - $49.09 $1.07 Million - $1.16 Million
23,680 Added 4.94%
503,042 $22.8 Million
Q2 2022

Aug 01, 2022
BUY
$46.62 - $50.36 $1.85 Million - $2 Million
39,748 Added 9.04%
479,362 $22.9 Million
Q1 2022

Apr 27, 2022
BUY
$50.05 - $53.52 $22 Million - $23.5 Million
439,614 New
439,614 $22.2 Million

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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