Planning Alternatives LTD Schwab Us Aggregate Bond ETF Transaction History

Planning Alternatives LTD

  • $618 Million
  • Q2 2024

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2021

Jul 15, 2021
SELL
$53.9 - $54.6 $5.22 Million - $5.29 Million
-96,921 Closed
0 $0
Q1 2021

Apr 14, 2021
SELL
$53.75 - $55.97 $609,041 - $634,196
-11,331 Reduced 10.47%
96,921 $5.23 Million
Q4 2020

Jan 29, 2021
SELL
$55.56 - $56.23 $747,170 - $756,181
-13,448 Reduced 11.05%
108,252 $6.07 Million
Q3 2020

Oct 14, 2020
SELL
$56.07 - $56.92 $6.27 Million - $6.36 Million
-111,754 Reduced 47.87%
121,700 $6.83 Million
Q2 2020

Jul 24, 2020
SELL
$54.35 - $56.24 $1.66 Million - $1.72 Million
-30,524 Reduced 11.56%
233,454 $13.1 Million
Q1 2020

May 04, 2020
SELL
$50.33 - $56.09 $229,303 - $255,546
-4,556 Reduced 1.7%
263,978 $14.3 Million
Q4 2019

Jan 27, 2020
SELL
$53.21 - $54.14 $336,074 - $341,948
-6,316 Reduced 2.3%
268,534 $14.3 Million
Q3 2019

Oct 16, 2019
BUY
$53.15 - $53.86 $156,048 - $158,132
2,936 Added 1.08%
274,850 $14.8 Million
Q2 2019

Jul 24, 2019
SELL
N/A
-8,692 Reduced 3.1%
271,914 $14.4 Million
Q1 2019

May 06, 2019
BUY
N/A
10,385 Added 3.84%
280,606 $14.6 Million
Q4 2018

Feb 07, 2019
BUY
N/A
19,908 Added 7.95%
270,221 $13.7 Million
Q3 2018

Oct 29, 2018
BUY
N/A
533 Added 0.21%
250,313 $12.6 Million
Q2 2018

Jul 26, 2018
BUY
N/A
5,588 Added 2.29%
249,780 $12.6 Million
Q1 2018

May 01, 2018
BUY
N/A
26,305 Added 12.07%
244,192 $12.5 Million
Q4 2017

Feb 02, 2018
BUY
N/A
2,048 Added 0.95%
217,887 $11.3 Million
Q3 2017

Oct 19, 2017
BUY
N/A
215,839
215,839 $11.3 Million

Others Institutions Holding SCHZ

# of Institutions
628
Shares Held
109M
Call Options Held
100
Put Options Held
1.8K
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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