Sheets Smith Wealth Management Schwab Us Aggregate Bond ETF Transaction History

Sheets Smith Wealth Management

  • $807 Million
  • Q3 2024

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 23, 2023
BUY
$44.14 - $46.33 $110,614 - $116,102
2,506 New
2,506 $110,000
Q1 2023

May 26, 2023
BUY
$45.33 - $47.44 $200,585 - $209,922
4,425 Added 9414.89%
4,472 $209,000
Q1 2023

May 12, 2023
SELL
$45.33 - $47.44 $216,042 - $226,099
-4,766 Reduced 99.02%
47 $2,000
Q4 2022

Mar 08, 2023
SELL
$44.04 - $47.03 $5,857 - $6,254
-133 Reduced 2.69%
4,813 $219,000
Q3 2022

Nov 01, 2022
BUY
$44.98 - $49.09 $20,780 - $22,679
462 Added 10.3%
4,946 $224,000
Q1 2022

May 02, 2022
SELL
$50.05 - $53.52 $64,064 - $68,505
-1,280 Reduced 22.21%
4,484 $227,000
Q4 2021

Jan 20, 2022
SELL
$53.63 - $54.52 $64,838 - $65,914
-1,209 Reduced 17.34%
5,764 $311,000
Q3 2021

Oct 15, 2021
SELL
$54.26 - $55.17 $2,495 - $2,537
-46 Reduced 0.66%
6,973 $378,000
Q2 2021

Aug 03, 2021
SELL
$53.9 - $54.6 $2.65 Million - $2.69 Million
-49,236 Reduced 87.52%
7,019 $383,000
Q1 2021

Apr 23, 2021
SELL
$53.75 - $55.97 $244,508 - $254,607
-4,549 Reduced 7.48%
56,255 $3.04 Million
Q4 2020

Jan 13, 2021
SELL
$55.56 - $56.23 $2.69 Million - $2.72 Million
-48,390 Reduced 44.32%
60,804 $3.41 Million
Q3 2020

Oct 26, 2020
SELL
$56.07 - $56.92 $247,492 - $251,244
-4,414 Reduced 3.89%
109,194 $6.12 Million
Q2 2020

Jul 17, 2020
BUY
$54.35 - $56.24 $67,448 - $69,793
1,241 Added 1.1%
113,608 $6.39 Million
Q1 2020

Apr 28, 2020
BUY
$50.33 - $56.09 $5.14 Million - $5.73 Million
102,178 Added 1002.83%
112,367 $6.1 Million
Q4 2019

Jan 24, 2020
BUY
$53.21 - $54.14 $61,510 - $62,585
1,156 Added 12.8%
10,189 $544,000
Q3 2019

Oct 28, 2019
BUY
$53.15 - $53.86 $53,096 - $53,806
999 Added 12.43%
9,033 $486,000
Q2 2019

Jul 12, 2019
BUY
N/A
3,200 Added 66.2%
8,034 $426,000
Q1 2019

May 13, 2019
BUY
N/A
99 Added 2.09%
4,834 $251,000
Q4 2018

Jan 11, 2019
SELL
N/A
-752 Reduced 13.71%
4,735 $240,000
Q3 2018

Oct 15, 2018
BUY
N/A
5,487 New
5,487 $276,000
Q2 2018

Jul 26, 2018
SELL
N/A
-9,863 Closed
0 $0
Q1 2018

Apr 09, 2018
BUY
N/A
2,350 Added 31.28%
9,863 $503,000
Q4 2017

Jan 12, 2018
BUY
N/A
7,513
7,513 $391,000

Others Institutions Holding SCHZ

# of Institutions
627
Shares Held
81.7M
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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