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

Horst & Graben Wealth Management LLC

$542 Million
Q4 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 1,528,884 shares of SCHZ stock, worth $35 Million. This represents 6.4% of its overall portfolio holdings.

Number of Shares

1,528,884

Previous 706,414 116.43%

Holding current value

$35 Million

Previous $33.6 Million 3.39%

% of portfolio

6.4%

Previous 6.26%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$22.63 - $47.53 $18.6 Million - $39.1 Million	822,470 Added 116.43%	1,528,884 $34.7 Million
Q3 2024 Oct 21, 2024	BUY	$45.2 - $47.87 $249,594 - $264,338	5,522 Added 0.79%	706,414 $33.6 Million
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

678

Shares Held

163M

Call Options Held

200

Put Options Held

1.5K

View Full List

About SCHWAB US AGGREGATE BOND ETF

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