Moneywise, Inc. Schwab Us Aggregate Bond ETF Transaction History

Moneywise, Inc.

  • $193 Million
  • Q3 2024

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 17, 2024
SELL
$44.66 - $45.99 $134,024 - $138,015
-3,001 Reduced 39.62%
4,574 $208,000
Q1 2024

Apr 22, 2024
SELL
$45.44 - $46.67 $54,664 - $56,144
-1,203 Reduced 13.7%
7,575 $348,000
Q4 2023

Jan 29, 2024
SELL
$43.09 - $46.83 $27,965 - $30,392
-649 Reduced 6.88%
8,778 $409,000
Q3 2023

Oct 23, 2023
BUY
$44.14 - $46.33 $706 - $741
16 Added 0.17%
9,427 $416,000
Q2 2023

Jul 24, 2023
SELL
$45.86 - $47.33 $11,235 - $11,595
-245 Reduced 2.54%
9,411 $434,000
Q1 2023

Apr 21, 2023
BUY
$45.33 - $47.44 $5,303 - $5,550
117 Added 1.23%
9,656 $452,000
Q4 2022

Jan 30, 2023
SELL
$44.04 - $47.03 $9,909 - $10,581
-225 Reduced 2.3%
9,539 $435,000
Q3 2022

Nov 03, 2022
SELL
$44.98 - $49.09 $1,844 - $2,012
-41 Reduced 0.42%
9,764 $442,000
Q2 2022

Aug 02, 2022
BUY
$46.62 - $50.36 $2,657 - $2,870
57 Added 0.58%
9,805 $469,000
Q1 2022

Apr 20, 2022
SELL
$50.05 - $53.52 $30,280 - $32,379
-605 Reduced 5.84%
9,748 $493,000
Q4 2021

Jan 12, 2022
BUY
$53.63 - $54.52 $28,638 - $29,113
534 Added 5.44%
10,353 $558,000
Q3 2021

Oct 12, 2021
SELL
$54.26 - $55.17 $28,595 - $29,074
-527 Reduced 5.09%
9,819 $533,000
Q2 2021

Jul 22, 2021
SELL
$53.9 - $54.6 $45,707 - $46,300
-848 Reduced 7.58%
10,346 $565,000
Q1 2021

Apr 14, 2021
SELL
$53.75 - $55.97 $8,170 - $8,507
-152 Reduced 1.34%
11,194 $604,000
Q4 2020

Jan 15, 2021
BUY
$55.56 - $56.23 $39,392 - $39,867
709 Added 6.67%
11,346 $636,000
Q3 2020

Oct 13, 2020
BUY
$56.07 - $56.92 $23,044 - $23,394
411 Added 4.02%
10,637 $596,000
Q2 2020

Jul 10, 2020
BUY
$54.35 - $56.24 $260,282 - $269,333
4,789 Added 88.08%
10,226 $575,000
Q1 2020

Apr 13, 2020
SELL
$50.33 - $56.09 $37,093 - $41,338
-737 Reduced 11.94%
5,437 $295,000
Q4 2019

Jan 07, 2020
SELL
$53.21 - $54.14 $13,462 - $13,697
-253 Reduced 3.94%
6,174 $332,000
Q3 2019

Oct 23, 2019
SELL
$53.15 - $53.86 $1,647 - $1,669
-31 Reduced 0.48%
6,427 $346,000
Q2 2019

Jul 17, 2019
SELL
N/A
-8,300 Reduced 56.24%
6,458 $342,000
Q1 2019

Apr 30, 2019
BUY
N/A
7,195 Added 95.13%
14,758 $753,000
Q4 2018

Jan 29, 2019
SELL
N/A
-6,024 Reduced 44.34%
7,563 $383,000
Q3 2018

Oct 15, 2018
SELL
N/A
-406 Reduced 2.9%
13,587 $683,000
Q2 2018

Jul 19, 2018
SELL
N/A
-1,227 Reduced 8.06%
13,993 $709,000
Q1 2018

Apr 17, 2018
SELL
N/A
-566 Reduced 3.59%
15,220 $777,000
Q4 2017

Jan 08, 2018
BUY
N/A
771 Added 5.13%
15,786 $821,000
Q3 2017

Oct 10, 2017
BUY
N/A
15,015
15,015 $786,000

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
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