River Wealth Advisors LLC Schwab Us Aggregate Bond ETF Transaction History

River Wealth Advisors LLC

  • $740 Million
  • Q3 2024

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2022

May 09, 2022
SELL
$50.05 - $53.52 $279,879 - $299,283
-5,592 Closed
0 $0
Q4 2021

Feb 11, 2022
SELL
$53.63 - $54.52 $62,961 - $64,006
-1,174 Reduced 17.35%
5,592 $301,000
Q3 2021

Nov 12, 2021
SELL
$54.26 - $55.17 $3,526 - $3,586
-65 Reduced 0.95%
6,766 $367,000
Q2 2021

Aug 06, 2021
SELL
$53.9 - $54.6 $28,081 - $28,446
-521 Reduced 7.09%
6,831 $373,000
Q1 2021

May 11, 2021
SELL
$53.75 - $55.97 $22,682 - $23,619
-422 Reduced 5.43%
7,352 $397,000
Q4 2020

Feb 16, 2021
SELL
$55.56 - $56.23 $120,454 - $121,906
-2,168 Reduced 21.81%
7,774 $436,000
Q3 2020

Nov 10, 2020
BUY
$56.07 - $56.92 $62,966 - $63,921
1,123 Added 12.73%
9,942 $558,000
Q2 2020

Aug 11, 2020
SELL
$54.35 - $56.24 $6,739 - $6,973
-124 Reduced 1.39%
8,819 $496,000
Q1 2020

May 05, 2020
BUY
$50.33 - $56.09 $17,363 - $19,351
345 Added 4.01%
8,943 $485,000
Q4 2019

Feb 07, 2020
BUY
$53.21 - $54.14 $94,554 - $96,206
1,777 Added 26.05%
8,598 $459,000
Q3 2019

Oct 29, 2019
BUY
$53.15 - $53.86 $63,354 - $64,201
1,192 Added 21.18%
6,821 $367,000
Q2 2019

Jul 30, 2019
BUY
N/A
145 Added 2.64%
5,629 $298,000
Q1 2019

May 07, 2019
BUY
N/A
50 Added 0.92%
5,484 $285,000
Q4 2018

Jan 25, 2019
BUY
N/A
1,585 Added 41.18%
5,434 $275,000
Q3 2018

Nov 09, 2018
BUY
N/A
257 Added 7.15%
3,849 $193,000
Q2 2018

Aug 13, 2018
BUY
N/A
3,592 New
3,592 $182,000

Others Institutions Holding SCHZ

# of Institutions
628
Shares Held
82.5M
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
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