Kcs Wealth Advisory Schwab Us Aggregate Bond ETF Transaction History

Kcs Wealth Advisory

  • $224 Million
  • Q3 2023

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Jul 22, 2022
BUY
$46.62 - $50.36 $743,868 - $803,544
15,956 Added 167.17%
25,501 $1.22 Million
Q1 2022

Apr 13, 2022
SELL
$50.05 - $53.52 $129,529 - $138,509
-2,588 Reduced 21.33%
9,545 $483,000
Q4 2021

Jan 26, 2022
SELL
$53.63 - $54.52 $71,113 - $72,293
-1,326 Reduced 9.85%
12,133 $654,000
Q3 2021

Oct 20, 2021
SELL
$54.26 - $55.17 $58,492 - $59,473
-1,078 Reduced 7.42%
13,459 $730,000
Q2 2021

Jul 27, 2021
SELL
$53.9 - $54.6 $217,486 - $220,311
-4,035 Reduced 21.73%
14,537 $794,000
Q1 2021

Apr 19, 2021
SELL
$53.75 - $55.97 $7,417 - $7,723
-138 Reduced 0.74%
18,572 $1 Million
Q4 2020

Jan 28, 2021
BUY
$55.56 - $56.23 $252,964 - $256,015
4,553 Added 32.16%
18,710 $1.05 Million
Q3 2020

Oct 27, 2020
BUY
$56.07 - $56.92 $294,703 - $299,171
5,256 Added 59.05%
14,157 $794,000
Q2 2020

Jul 16, 2020
BUY
$54.35 - $56.24 $267,347 - $276,644
4,919 Added 123.53%
8,901 $501,000
Q1 2020

Apr 28, 2020
BUY
$50.33 - $56.09 $200,414 - $223,350
3,982 New
3,982 $216,000

Others Institutions Holding SCHZ

# of Institutions
628
Shares Held
82.5M
Call Options Held
100
Put Options Held
0
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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