One Wealth Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History

One Wealth Advisors, LLC

  • $662 Million
  • Q4 2024

A detailed history of One Wealth Advisors, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, One Wealth Advisors, LLC holds 800,443 shares of SCHZ stock, worth $18.4 Million. This represents 2.74% of its overall portfolio holdings.

Number of Shares
800,443
Previous 373,999 114.02%
Holding current value
$18.4 Million
Previous $17.8 Million 2.24%
% of portfolio
2.74%
Previous 2.78%

Shares

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

Jan 24, 2025
BUY
$22.63 - $47.53 $9.65 Million - $20.3 Million
426,444 Added 114.02%
800,443 $18.2 Million
Q3 2024

Oct 16, 2024
BUY
$45.2 - $47.87 $16.9 Million - $17.9 Million
373,999 New
373,999 $17.8 Million
Q1 2024

Apr 15, 2024
BUY
$45.44 - $46.67 $1.47 Million - $1.5 Million
32,244 Added 10.66%
334,803 $15.4 Million
Q4 2023

Feb 13, 2024
SELL
$43.09 - $46.83 $2.09 Million - $2.27 Million
-48,509 Reduced 13.82%
302,559 $14.1 Million
Q3 2023

Nov 01, 2023
SELL
$44.14 - $46.33 $566,404 - $594,506
-12,832 Reduced 3.53%
351,068 $15.5 Million
Q2 2023

Aug 14, 2023
BUY
$45.86 - $47.33 $847,767 - $874,942
18,486 Added 5.35%
363,900 $16.8 Million
Q1 2023

May 15, 2023
BUY
$45.33 - $47.44 $4.88 Million - $5.11 Million
107,627 Added 45.26%
345,414 $16.2 Million
Q4 2022

Feb 14, 2023
BUY
$44.04 - $47.03 $865,958 - $924,750
19,663 Added 9.01%
237,787 $10.9 Million
Q3 2022

Nov 14, 2022
SELL
$44.98 - $49.09 $377,337 - $411,816
-8,389 Reduced 3.7%
218,124 $9.88 Million
Q2 2022

Aug 15, 2022
BUY
$46.62 - $50.36 $800,884 - $865,134
17,179 Added 8.21%
226,513 $10.8 Million
Q1 2022

May 16, 2022
BUY
$50.05 - $53.52 $10.5 Million - $11.2 Million
209,334 New
209,334 $10.6 Million

Others Institutions Holding SCHZ

# of Institutions
680
Shares Held
163M
Call Options Held
200
Put Options Held
1.5K
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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