Hurlow Wealth Management Group, Inc. Schwab Us Aggregate Bond ETF Transaction History

Hurlow Wealth Management Group, Inc.

$319 Million
Q3 2024

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 11, 2022	SELL	$46.62 - $50.36 $342,796 - $370,297	-7,353 Closed	0 $0
Q1 2022 Apr 13, 2022	SELL	$50.05 - $53.52 $144,294 - $154,298	-2,883 Reduced 28.17%	7,353 $372,000
Q4 2021 Feb 02, 2022	BUY	$53.63 - $54.52 $56,311 - $57,246	1,050 Added 11.43%	10,236 $570,000
Q3 2021 Oct 08, 2021	SELL	$54.26 - $55.17 $4,829 - $4,910	-89 Reduced 0.96%	9,186 $498,000
Q2 2021 Jul 22, 2021	SELL	$53.9 - $54.6 $47,270 - $47,884	-877 Reduced 8.64%	9,275 $506,000
Q1 2021 Apr 20, 2021	SELL	$53.75 - $55.97 $6,235 - $6,492	-116 Reduced 1.13%	10,152 $548,000
Q4 2020 Jan 19, 2021	SELL	$55.56 - $56.23 $61,116 - $61,853	-1,100 Reduced 9.68%	10,268 $575,000
Q3 2020 Oct 27, 2020	SELL	$56.07 - $56.92 $94,253 - $95,682	-1,681 Reduced 12.88%	11,368 $638,000
Q2 2020 Jul 15, 2020	SELL	$54.35 - $56.24 $2.05 Million - $2.13 Million	-37,795 Reduced 74.34%	13,049 $735,000
Q1 2020 Apr 16, 2020	SELL	$50.33 - $56.09 $389,554 - $434,136	-7,740 Reduced 13.21%	50,844 $2.83 Million
Q4 2019 Jan 17, 2020	SELL	$53.21 - $54.14 $366,882 - $373,295	-6,895 Reduced 10.53%	58,584 $3.15 Million
Q3 2019 Oct 16, 2019	BUY	$53.15 - $53.86 $350,471 - $355,152	6,594 Added 11.2%	65,479 $3.52 Million
Q2 2019 Jul 18, 2019	BUY	N/A	8,113 Added 15.98%	58,885 $3.11 Million
Q1 2019 May 03, 2019	BUY	N/A	509 Added 1.01%	50,772 $2.63 Million
Q4 2018 Feb 01, 2019	BUY	N/A	50,263 New	50,263 $2.55 Million

Others Institutions Holding SCHZ

# of Institutions

628

Shares Held

83M

Call Options Held

100

Put Options Held

0

Jpmorgan Chase & CO New York, NY

6.33M
Shares

$144 Million
0.02% of portfolio
Ameriprise Financial Inc Minneapolis, MN

4.15M
Shares

$94.3 Million
0.05% of portfolio
Avantax Planning Partners, Inc.

3.14M
Shares

$71.3 Million
5.37% of portfolio
Charles Schwab Trust CO

2.9M
Shares

$65.9 Million
12.11% of portfolio
Rockbridge Investment Management, Lcc Syracuse, NY

2.85M
Shares

$64.7 Million
17.53% of portfolio

About SCHWAB US AGGREGATE BOND ETF

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