Retirement Guys Formula LLC Schwab Us Aggregate Bond ETF Transaction History

Retirement Guys Formula LLC

  • $188 Million
  • Q4 2024

A detailed history of Retirement Guys Formula LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Retirement Guys Formula LLC holds 19,839 shares of SCHZ stock, worth $459,868. This represents 0.24% of its overall portfolio holdings.

Number of Shares
19,839
Previous 10,188 94.73%
Holding current value
$459,868
Previous $484,000 7.02%
% of portfolio
0.24%
Previous 0.23%

Shares

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

Jan 29, 2025
BUY
$22.63 - $47.53 $218,402 - $458,712
9,651 Added 94.73%
19,839 $450,000
Q3 2024

Oct 21, 2024
BUY
$45.2 - $47.87 $12,520 - $13,259
277 Added 2.79%
10,188 $484,000
Q2 2024

Aug 01, 2024
SELL
$44.66 - $45.99 $75,654 - $77,907
-1,694 Reduced 14.6%
9,911 $451,000
Q1 2024

Apr 19, 2024
SELL
$45.44 - $46.67 $3,044 - $3,126
-67 Reduced 0.57%
11,605 $533,000
Q4 2023

Jan 22, 2024
BUY
$43.09 - $46.83 $36,928 - $40,133
857 Added 7.92%
11,672 $544,000
Q3 2023

Oct 13, 2023
SELL
$44.14 - $46.33 $971 - $1,019
-22 Reduced 0.2%
10,815 $478,000
Q2 2023

Jul 17, 2023
SELL
$45.86 - $47.33 $46,181 - $47,661
-1,007 Reduced 8.5%
10,837 $500,000
Q1 2023

Apr 18, 2023
SELL
$45.33 - $47.44 $7,887 - $8,254
-174 Reduced 1.45%
11,844 $555,000
Q4 2022

Feb 13, 2023
SELL
$44.04 - $47.03 $87,243 - $93,166
-1,981 Reduced 14.15%
12,018 $548,000
Q3 2022

Nov 02, 2022
BUY
$44.98 - $49.09 $62,252 - $67,940
1,384 Added 10.97%
13,999 $634,000
Q2 2022

Jul 22, 2022
BUY
$46.62 - $50.36 $236,829 - $255,828
5,080 Added 67.42%
12,615 $604,000
Q1 2022

Jul 18, 2022
SELL
$50.05 - $53.52 $2 Million - $2.14 Million
-39,935 Reduced 84.13%
7,535 $381,000
Q4 2021

Jul 18, 2022
BUY
$53.63 - $54.52 $2.55 Million - $2.59 Million
47,470 New
47,470 $2.56 Million

Others Institutions Holding SCHZ

# of Institutions
682
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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