Nelson, Van Denburg & Campbell Wealth Management Group, LLC Schwab Us Aggregate Bond ETF Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

  • $2.63 Billion
  • Q4 2024

A detailed history of Nelson, Van Denburg & Campbell Wealth Management Group, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Nelson, Van Denburg & Campbell Wealth Management Group, LLC holds 269,553 shares of SCHZ stock, worth $6.12 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
269,553
Previous 131,630 104.78%
Holding current value
$6.12 Million
Previous $6.26 Million 2.19%
% of portfolio
0.23%
Previous 0.26%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
BUY
$22.63 - $47.53 $3.12 Million - $6.56 Million
137,923 Added 104.78%
269,553 $6.12 Million
Q3 2024

Nov 08, 2024
BUY
$45.2 - $47.87 $825,984 - $874,776
18,274 Added 16.12%
131,630 $6.26 Million
Q2 2024

Aug 13, 2024
BUY
$44.66 - $45.99 $1.5 Million - $1.55 Million
33,650 Added 42.22%
113,356 $5.17 Million
Q1 2024

Apr 30, 2024
BUY
$45.44 - $46.67 $57,890 - $59,457
1,274 Added 1.62%
79,706 $3.67 Million
Q4 2023

Jan 30, 2024
BUY
$43.09 - $46.83 $453,608 - $492,979
10,527 Added 15.5%
78,432 $3.66 Million
Q3 2023

Oct 17, 2023
BUY
$44.14 - $46.33 $1.01 Million - $1.06 Million
22,924 Added 50.96%
67,905 $3 Million
Q2 2023

Jul 19, 2023
BUY
$45.86 - $47.33 $296,301 - $305,799
6,461 Added 16.77%
44,981 $2.08 Million
Q1 2023

May 10, 2023
SELL
$45.33 - $47.44 $493,507 - $516,479
-10,887 Reduced 22.04%
38,520 $1.81 Million
Q4 2022

Feb 14, 2023
SELL
$44.04 - $47.03 $629,111 - $671,823
-14,285 Reduced 22.43%
49,407 $2.26 Million
Q3 2022

Oct 26, 2022
SELL
$44.98 - $49.09 $395,284 - $431,402
-8,788 Reduced 12.12%
63,692 $2.89 Million
Q2 2022

Aug 10, 2022
BUY
$46.62 - $50.36 $285,687 - $308,606
6,128 Added 9.24%
72,480 $3.47 Million
Q1 2022

May 13, 2022
BUY
$50.05 - $53.52 $1.12 Million - $1.19 Million
22,297 Added 50.61%
66,352 $3.36 Million
Q4 2021

Feb 14, 2022
BUY
$53.63 - $54.52 $162,659 - $165,359
3,033 Added 7.39%
44,055 $2.37 Million
Q3 2021

Nov 02, 2021
BUY
$54.26 - $55.17 $454,047 - $461,662
8,368 Added 25.63%
41,022 $2.23 Million
Q2 2021

Jul 27, 2021
BUY
$53.9 - $54.6 $413,305 - $418,672
7,668 Added 30.69%
32,654 $1.78 Million
Q1 2021

May 11, 2021
BUY
$53.75 - $55.97 $106,210 - $110,596
1,976 Added 8.59%
24,986 $1.35 Million
Q4 2020

Feb 09, 2021
BUY
$55.56 - $56.23 $141,289 - $142,992
2,543 Added 12.42%
23,010 $1.29 Million
Q3 2020

Oct 20, 2020
BUY
$56.07 - $56.92 $246,091 - $249,821
4,389 Added 27.3%
20,467 $1.15 Million
Q2 2020

Jul 02, 2020
BUY
$54.35 - $56.24 $706 - $731
13 Added 0.08%
16,078 $0
Q1 2020

Apr 01, 2020
SELL
$50.33 - $56.09 $23,151 - $25,801
-460 Reduced 2.78%
16,065 $0
Q4 2019

Feb 11, 2020
BUY
$53.21 - $54.14 $87,743 - $89,276
1,649 Added 11.08%
16,525 $0
Q3 2019

Oct 09, 2019
BUY
$53.15 - $53.86 $45,336 - $45,942
853 Added 6.08%
14,876 $0
Q2 2019

Aug 14, 2019
BUY
N/A
669 Added 5.01%
14,023 $743,000
Q1 2019

May 08, 2019
SELL
N/A
-731 Reduced 5.19%
13,354 $692,000
Q4 2018

Feb 13, 2019
BUY
N/A
291 Added 2.11%
14,085 $712,000
Q3 2018

Nov 14, 2018
BUY
N/A
173 Added 1.27%
13,794 $693,000
Q2 2018

Aug 16, 2018
SELL
N/A
-10,514 Reduced 43.56%
13,621 $690,000
Q1 2018

May 15, 2018
SELL
N/A
-846 Reduced 3.39%
24,135 $1.23 Million
Q4 2017

Feb 08, 2018
BUY
N/A
1,325 Added 5.6%
24,981 $1.3 Million
Q3 2017

Nov 08, 2017
BUY
N/A
23,656
23,656 $1.24 Million

Others Institutions Holding SCHZ

# of Institutions
628
Shares Held
94.5M
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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