Human Investing LLC Schwab Us Aggregate Bond ETF Transaction History

Human Investing LLC

$550 Million
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 02, 2021	SELL	$53.9 - $54.6 $104,943 - $106,306	-1,947 Closed	0 $0
Q1 2021 May 05, 2021	BUY	$53.75 - $55.97 $7,417 - $7,723	138 Added 7.63%	1,947 $105,000
Q4 2020 Feb 04, 2021	BUY	$55.56 - $56.23 $3,833 - $3,879	69 Added 3.97%	1,809 $101,000
Q3 2020 Oct 27, 2020	BUY	$56.07 - $56.92 $4,037 - $4,098	72 Added 4.32%	1,740 $98,000
Q2 2020 Jul 22, 2020	BUY	$54.35 - $56.24 $7,880 - $8,154	145 Added 9.52%	1,668 $94,000
Q1 2020 Apr 22, 2020	SELL	$50.33 - $56.09 $32,261 - $35,953	-641 Reduced 29.62%	1,523 $83,000
Q4 2019 Feb 07, 2020	BUY	$53.21 - $54.14 $6,810 - $6,929	128 Added 6.29%	2,164 $116,000
Q3 2019 Nov 07, 2019	BUY	$53.15 - $53.86 $7,866 - $7,971	148 Added 7.84%	2,036 $110,000
Q2 2019 Aug 16, 2019	BUY	N/A	48 Added 2.61%	1,888 $100,000
Q1 2019 May 14, 2019	BUY	N/A	57 Added 3.2%	1,840 $95,000
Q4 2018 Feb 14, 2019	BUY	N/A	1,783 New	1,783 $90,000

Others Institutions Holding SCHZ

# of Institutions

629

Shares Held

83.3M

Call Options Held

100

Put Options Held

0

Jpmorgan Chase & CO New York, NY

6.33M
Shares

$142 Million
0.02% of portfolio
Ameriprise Financial Inc Minneapolis, MN

4.15M
Shares

$93.3 Million
0.05% of portfolio
Avantax Planning Partners, Inc.

3.14M
Shares

$70.5 Million
5.37% of portfolio
Charles Schwab Trust CO

2.9M
Shares

$65.2 Million
12.11% of portfolio
Rockbridge Investment Management, Lcc Syracuse, NY

2.85M
Shares

$64.1 Million
17.53% of portfolio

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
Sector ETFs
Industry ETFs

More about SCHZ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Human Investing LLC, based on Form 13F filings with the SEC.

News

Stay updated on Human Investing LLC with notifications on news.