Slow Capital, Inc. Schwab Us Aggregate Bond ETF Transaction History

Slow Capital, Inc.

$645 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 12, 2020	SELL	$50.33 - $56.09 $1.59 Million - $1.78 Million	-31,651 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$53.21 - $54.14 $37,459 - $38,114	704 Added 2.27%	31,651 $1.69 Million
Q3 2019 Nov 07, 2019	BUY	$53.15 - $53.86 $112,678 - $114,183	2,120 Added 7.35%	30,947 $1.67 Million
Q2 2019 Aug 01, 2019	BUY	N/A	2,371 Added 8.96%	28,827 $1.53 Million
Q1 2019 May 16, 2019	BUY	N/A	8,099 Added 44.12%	26,456 $1.37 Million
Q4 2018 Jan 30, 2019	BUY	N/A	132 Added 0.72%	18,357 $929,000
Q3 2018 Nov 14, 2018	BUY	N/A	148 Added 0.82%	18,225 $916,000
Q2 2018 Aug 14, 2018	SELL	N/A	-1,031 Reduced 5.4%	18,077 $915,000
Q1 2018 May 11, 2018	BUY	N/A	18,950 Added 11993.67%	19,108 $975,000
Q4 2017 Feb 15, 2018	BUY	N/A	158	158 $8,000

Others Institutions Holding SCHZ

# of Institutions

628

Shares Held

83M

Call Options Held

100

Put Options Held

0

Jpmorgan Chase & CO New York, NY

6.33M
Shares

$144 Million
0.02% of portfolio
Ameriprise Financial Inc Minneapolis, MN

4.15M
Shares

$94.3 Million
0.05% of portfolio
Avantax Planning Partners, Inc.

3.14M
Shares

$71.3 Million
5.37% of portfolio
Charles Schwab Trust CO

2.9M
Shares

$65.9 Million
12.11% of portfolio
Rockbridge Investment Management, Lcc Syracuse, NY

2.85M
Shares

$64.7 Million
17.53% of portfolio

About SCHWAB US AGGREGATE BOND ETF

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