Maripau Wealth Management LLC Schwab Us Aggregate Bond ETF Transaction History

Maripau Wealth Management LLC

  • $106 Million
  • Q3 2024

A detailed history of Maripau Wealth Management LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Maripau Wealth Management LLC holds 36,043 shares of SCHZ stock, worth $819,257. This represents 1.61% of its overall portfolio holdings.

Number of Shares
36,043
Previous 38,644 6.73%
Holding current value
$819,257
Previous $1.76 Million 2.78%
% of portfolio
1.61%
Previous 1.26%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024
SELL
$45.2 - $47.87 $117,565 - $124,509
-2,601 Reduced 6.73%
36,043 $1.71 Million
Q2 2024

Jul 31, 2024
BUY
$44.66 - $45.99 $52,118 - $53,670
1,167 Added 3.11%
38,644 $1.76 Million
Q1 2024

May 14, 2024
SELL
$45.44 - $46.67 $64,388 - $66,131
-1,417 Reduced 3.64%
37,477 $1.72 Million
Q4 2023

Feb 14, 2024
SELL
$43.09 - $46.83 $338,428 - $367,802
-7,854 Reduced 16.8%
38,894 $1.81 Million
Q3 2023

Nov 15, 2023
BUY
$44.14 - $46.33 $23,173 - $24,323
525 Added 1.14%
46,748 $2.07 Million
Q2 2023

Aug 14, 2023
BUY
$45.86 - $47.33 $292,495 - $301,870
6,378 Added 16.01%
46,223 $2.13 Million
Q1 2023

Jun 07, 2023
SELL
$45.33 - $47.44 $61,422 - $64,281
-1,355 Reduced 3.29%
39,845 $1.87 Million
Q4 2022

Jan 20, 2023
BUY
$44.04 - $47.03 $413,887 - $441,987
9,398 Added 29.55%
41,200 $0
Q3 2022

Nov 04, 2022
BUY
$44.98 - $49.09 $29,326 - $32,006
652 Added 2.09%
31,802 $1.42 Million
Q2 2022

Aug 11, 2022
SELL
$46.62 - $50.36 $221,072 - $238,807
-4,742 Reduced 13.21%
31,150 $1.53 Million
Q1 2022

May 10, 2022
BUY
$50.05 - $53.52 $381,330 - $407,768
7,619 Added 26.95%
35,892 $1.74 Million
Q4 2021

Feb 11, 2022
BUY
$53.63 - $54.52 $1.52 Million - $1.54 Million
28,273 New
28,273 $1.46 Million

Others Institutions Holding SCHZ

# of Institutions
628
Shares Held
83M
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
Track This Portfolio

Track Maripau Wealth Management LLC Portfolio

Follow Maripau Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Maripau Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email