Retirement Guys Formula LLC Schwab Us Aggregate Bond ETF Transaction History

Retirement Guys Formula LLC

  • $210 Million
  • Q3 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 10,188 shares of SCHZ stock, worth $231,471. This represents 0.23% of its overall portfolio holdings.

Number of Shares
10,188
Previous 9,911 2.79%
Holding current value
$231,471
Previous $451,000 7.32%
% of portfolio
0.23%
Previous 0.22%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
628
Shares Held
94.5M
Call Options Held
100
Put Options Held
0
View Full List

About SCHWAB US AGGREGATE BOND ETF

SCHZ Quotes by TradingView
  • Ticker SCHZ
  • Sector ETFs
  • Industry ETFs
More about SCHZ
Track This Portfolio

Track Retirement Guys Formula LLC Portfolio

Follow Retirement Guys Formula LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Retirement Guys Formula LLC, based on Form 13F filings with the SEC.

News

Stay updated on Retirement Guys Formula LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email