Maripau Wealth Management LLC Schwab Us Aggregate Bond ETF Transaction History

Maripau Wealth Management LLC

$129 Million
Q1 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 37,477 shares of SCHZ stock, worth $1.71 Million. This represents 1.33% of its overall portfolio holdings.

Number of Shares

37,477

Previous 38,894 3.64%

Holding current value

$1.71 Million

Previous $1.81 Million 4.96%

% of portfolio

1.33%

Previous 1.6%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$44.31 - $47.03 $416,425 - $441,987	9,398 Added 29.55%	41,200 $0
Q3 2022 Nov 04, 2022	BUY	N/A	652 Added 2.09%	31,802 $1.42 Million
Q2 2022 Aug 11, 2022	SELL	N/A	-4,742 Reduced 13.21%	31,150 $1.53 Million
Q1 2022 May 10, 2022	BUY	N/A	7,619 Added 26.95%	35,892 $1.74 Million
Q4 2021 Feb 11, 2022	BUY	N/A	28,273 New	28,273 $1.46 Million

Others Institutions Holding SCHZ

# of Institutions

603

Shares Held

105M

Call Options Held

600

Put Options Held

3.6K

View Full List

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
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Maripau Wealth Management LLC Schwab Us Aggregate Bond ETF Transaction History