Ogorek Anthony Joseph Schwab Us Aggregate Bond ETF Transaction History

Ogorek Anthony Joseph

$304 Million
Q1 2025

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 520 shares of SCHZ stock, worth $11,866. This represents 0.0% of its overall portfolio holdings.

Number of Shares

520

Previous 144 261.11%

Holding current value

$11,866

Previous $3,000 300.0%

% of portfolio

0.0%

Previous 0.0%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	BUY	$22.46 - $23.26 $8,444 - $8,745	376 Added 261.11%	520 $12,000
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

704

Shares Held

174M

Call Options Held

1.7K

Put Options Held

View Full List

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
Sector ETFs
Industry ETFs

More about SCHZ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ogorek Anthony Joseph , based on Form 13F filings with the SEC.

News

Stay updated on Ogorek Anthony Joseph with notifications on news.

Account

Ogorek Anthony Joseph Schwab Us Aggregate Bond ETF Transaction History