Leo H. Evart, Inc. Schwab Us Aggregate Bond ETF Transaction History

Leo H. Evart, Inc.

$65.2 Billion
Q3 2023

A detailed history of Leo H. Evart, Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Leo H. Evart, Inc. holds 14,161 shares of SCHZ stock, worth $332,925. This represents 0.96% of its overall portfolio holdings.

Number of Shares

14,161

Previous 14,123 0.27%

Holding current value

$332,925

Previous $652 Million 3.92%

% of portfolio

0.96%

Previous 0.9%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 14, 2023	BUY	$44.14 - $46.33 $1,677 - $1,760	38 Added 0.27%	14,161 $626 Million
Q2 2023 Aug 04, 2023	BUY	$45.86 - $47.33 $10,364 - $10,696	226 Added 1.63%	14,123 $652 Million
Q1 2023 May 05, 2023	BUY	$45.33 - $47.44 $28,603 - $29,934	631 Added 4.76%	13,897 $652 Million
Q4 2022 Jan 19, 2023	BUY	$44.04 - $47.03 $223,811 - $239,006	5,082 Added 62.1%	13,266 $606 Million
Q3 2022 Nov 02, 2022	SELL	$44.98 - $49.09 $78,984 - $86,202	-1,756 Reduced 17.67%	8,184 $371,000
Q2 2022 Jul 21, 2022	BUY	$46.62 - $50.36 $2,703 - $2,920	58 Added 0.59%	9,940 $476,000
Q1 2022 May 11, 2022	BUY	$50.05 - $53.52 $92,041 - $98,423	1,839 Added 22.86%	9,882 $500,000
Q4 2021 Mar 31, 2022	BUY	$53.63 - $54.52 $431,346 - $438,504	8,043 New	8,043 $434,000

Others Institutions Holding SCHZ

# of Institutions

716

Shares Held

170M

Call Options Held

Put Options Held

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About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
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