Smart Money Group LLC Schwab Us Aggregate Bond ETF Transaction History

Smart Money Group LLC

$254 Million
Q4 2024

A detailed history of Smart Money Group LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Smart Money Group LLC holds 145,305 shares of SCHZ stock, worth $3.3 Million. This represents 1.3% of its overall portfolio holdings.

Number of Shares

145,305

Previous 184,744 21.35%

Holding current value

$3.3 Million

Previous $8.78 Million 62.43%

% of portfolio

1.3%

Previous 3.39%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	SELL	$22.63 - $47.53 $892,504 - $1.87 Million	-39,439 Reduced 21.35%	145,305 $3.3 Million
Q3 2024 Nov 05, 2024	BUY	$45.2 - $47.87 $4.61 Million - $4.88 Million	101,992 Added 123.25%	184,744 $8.78 Million
Q2 2024 Aug 12, 2024	BUY	$44.66 - $45.99 $1.4 Million - $1.44 Million	31,248 Added 60.67%	82,752 $3.77 Million
Q1 2024 May 02, 2024	SELL	$45.44 - $46.67 $609,804 - $626,311	-13,420 Reduced 20.67%	51,504 $2.37 Million
Q4 2023 Feb 06, 2024	BUY	$43.09 - $46.83 $2.8 Million - $3.04 Million	64,924 New	64,924 $3.03 Million
Q2 2023 Jul 25, 2023	SELL	$45.86 - $47.33 $125,610 - $129,636	-2,739 Reduced 3.65%	72,245 $3.33 Million
Q1 2023 May 08, 2023	BUY	$45.33 - $47.44 $3.4 Million - $3.56 Million	74,984 New	74,984 $3.52 Million

Others Institutions Holding SCHZ

# of Institutions

628

Shares Held

94.5M

Call Options Held

100

Put Options Held

View Full List

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
Sector ETFs
Industry ETFs

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Smart Money Group LLC Schwab Us Aggregate Bond ETF Transaction History