Ogorek Anthony Joseph Schwab Us Aggregate Bond ETF Transaction History

Ogorek Anthony Joseph

$314 Million
Q4 2024

A detailed history of Ogorek Anthony Joseph transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Ogorek Anthony Joseph holds 144 shares of SCHZ stock, worth $3,274. This represents 0.0% of its overall portfolio holdings.

Number of Shares

144

Previous 71 102.82%

Holding current value

$3,274

Previous $3,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$22.63 - $47.53 $1,651 - $3,469	73 Added 102.82%	144 $3,000
Q3 2024 Nov 08, 2024	BUY	$45.2 - $47.87 $45 - $47	1 Added 1.43%	71 $3,000
Q3 2023 Oct 19, 2023	SELL	$44.14 - $46.33 $20,039 - $21,033	-454 Reduced 86.64%	70 $3,000
Q2 2023 Aug 03, 2023	SELL	$45.86 - $47.33 $321 - $331	-7 Reduced 1.32%	524 $24,000
Q1 2023 May 03, 2023	BUY	$45.33 - $47.44 $90 - $94	2 Added 0.38%	531 $24,000
Q4 2022 Jan 30, 2023	SELL	$44.04 - $47.03 $220 - $235	-5 Reduced 0.94%	529 $24,000
Q3 2022 Oct 20, 2022	SELL	$44.98 - $49.09 $210,461 - $229,692	-4,679 Reduced 89.76%	534 $24,000
Q2 2022 Jul 21, 2022	SELL	$46.62 - $50.36 $441,165 - $476,556	-9,463 Reduced 64.48%	5,213 $249,000
Q1 2022 Apr 26, 2022	BUY	$50.05 - $53.52 $554,153 - $592,573	11,072 Added 307.21%	14,676 $742,000
Q4 2021 Jan 18, 2022	SELL	$53.63 - $54.52 $85,593 - $87,013	-1,596 Reduced 30.69%	3,604 $194,000
Q3 2021 Oct 27, 2021	BUY	$54.26 - $55.17 $3,526 - $3,586	65 Added 1.27%	5,200 $282,000
Q2 2021 Jul 14, 2021	SELL	$53.9 - $54.6 $23,284 - $23,587	-432 Reduced 7.76%	5,135 $280,000
Q1 2021 Apr 26, 2021	BUY	$53.75 - $55.97 $860 - $895	16 Added 0.29%	5,567 $300,000
Q4 2020 Jan 20, 2021	BUY	$55.56 - $56.23 $47,892 - $48,470	862 Added 18.38%	5,551 $311,000
Q3 2020 Nov 02, 2020	SELL	$56.07 - $56.92 $174,377 - $177,021	-3,110 Reduced 39.88%	4,689 $262,000
Q2 2020 Aug 07, 2020	SELL	$54.35 - $56.24 $41.3 Million - $42.7 Million	-759,146 Reduced 98.98%	7,799 $438,000
Q1 2020 Apr 10, 2020	BUY	$50.33 - $56.09 $5.97 Million - $6.65 Million	118,594 Added 18.29%	766,945 $41.6 Million
Q4 2019 Jan 21, 2020	BUY	$53.21 - $54.14 $11.5 Million - $11.7 Million	215,827 Added 49.9%	648,351 $34.6 Million
Q3 2019 Oct 17, 2019	BUY	$53.15 - $53.86 $22.9 Million - $23.2 Million	430,270 Added 19089.17%	432,524 $23.3 Million
Q2 2019 Jul 15, 2019	BUY	N/A	892 Added 65.49%	2,254 $119,000
Q4 2018 Jan 08, 2019	SELL	N/A	-363 Reduced 21.04%	1,362 $68,000
Q3 2018 Oct 17, 2018	SELL	N/A	-1,089 Reduced 38.7%	1,725 $86,000
Q2 2018 Jul 12, 2018	SELL	N/A	-100,999 Reduced 97.29%	2,814 $142,000
Q1 2018 Apr 18, 2018	SELL	N/A	-166,796 Reduced 61.64%	103,813 $5.3 Million
Q4 2017 Jan 22, 2018	BUY	N/A	5,729 Added 2.16%	270,609 $14.1 Million
Q3 2017 Oct 25, 2017	BUY	N/A	264,880	264,880 $13.9 Million

Others Institutions Holding SCHZ

# of Institutions

630

Shares Held

105M

Call Options Held

100

Put Options Held

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About SCHWAB US AGGREGATE BOND ETF

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Ogorek Anthony Joseph Schwab Us Aggregate Bond ETF Transaction History