Liberty Capital Management, Inc. Schwab Us Aggregate Bond ETF Transaction History

Liberty Capital Management, Inc.

  • $404 Million
  • Q1 2024

A detailed history of Liberty Capital Management, Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Liberty Capital Management, Inc. holds 19,615 shares of SCHZ stock, worth $898,563. This represents 0.22% of its overall portfolio holdings.

Number of Shares
19,615
Previous 22,213 11.7%
Holding current value
$898,563
Previous $1.04 Million 12.85%
% of portfolio
0.22%
Previous 0.27%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 11, 2024
SELL
$45.44 - $46.67 $118,053 - $121,248
-2,598 Reduced 11.7%
19,615 $902,000
Q4 2023

Jan 24, 2024
SELL
$43.09 - $46.83 $174,255 - $189,380
-4,044 Reduced 15.4%
22,213 $1.04 Million
Q3 2023

Oct 18, 2023
BUY
$44.14 - $46.33 $47,759 - $50,129
1,082 Added 4.3%
26,257 $1.16 Million
Q2 2023

Jul 25, 2023
SELL
$45.86 - $47.33 $4,769 - $4,922
-104 Reduced 0.41%
25,175 $1.16 Million
Q1 2023

Apr 11, 2023
BUY
$45.33 - $47.44 $331,543 - $346,976
7,314 Added 40.71%
25,279 $1.19 Million
Q4 2022

Jan 23, 2023
BUY
$44.31 - $47.03 $77,453 - $82,208
1,748 Added 10.78%
17,965 $0
Q3 2022

Nov 09, 2022
BUY
N/A
16,217 New
16,217 $735,000
Q2 2022

Jul 25, 2022
BUY
N/A
6,728 Added 134.51%
11,730 $562,000
Q1 2022

May 04, 2022
SELL
N/A
-840 Reduced 14.38%
5,002 $253,000
Q4 2021

Feb 14, 2022
SELL
N/A
-7,816 Reduced 57.23%
5,842 $315,000
Q3 2021

Oct 22, 2021
SELL
N/A
-230 Reduced 1.66%
13,658 $741,000
Q2 2021

Jul 16, 2021
SELL
N/A
-3 Reduced 0.02%
13,888 $758,000
Q1 2021

Apr 19, 2021
SELL
N/A
-301 Reduced 2.12%
13,891 $749,000
Q4 2020

Jan 20, 2021
SELL
N/A
-457 Reduced 3.12%
14,192 $795,000
Q2 2020

Jul 22, 2020
BUY
N/A
100 Added 0.69%
14,649 $824,000
Q1 2020

Apr 13, 2020
SELL
N/A
-225 Reduced 1.52%
14,549 $790,000
Q4 2019

Jan 21, 2020
BUY
N/A
77 Added 0.52%
14,774 $789,000
Q3 2019

Oct 15, 2019
BUY
N/A
321 Added 2.23%
14,697 $791,000
Q2 2019

Jul 15, 2019
BUY
N/A
8,721 Added 154.22%
14,376 $762,000
Q1 2019

Apr 22, 2019
SELL
N/A
-61 Reduced 1.07%
5,655 $293,000
Q4 2018

Jan 24, 2019
SELL
N/A
-267 Reduced 4.46%
5,716 $289,000
Q3 2018

Oct 26, 2018
BUY
N/A
20 Added 0.34%
5,983 $301,000
Q2 2018

Jul 17, 2018
BUY
N/A
332 Added 5.9%
5,963 $302,000
Q1 2018

Apr 25, 2018
BUY
N/A
1,872 Added 49.8%
5,631 $287,000
Q4 2017

Jan 16, 2018
SELL
N/A
-4,033 Reduced 51.76%
3,759 $195,000
Q3 2017

Oct 25, 2017
BUY
N/A
7,792
7,792 $407,000

Others Institutions Holding SCHZ

# of Institutions
604
Shares Held
105M
Call Options Held
600
Put Options Held
3.6K
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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