Souders Financial Advisors Schwab Us Aggregate Bond ETF Transaction History

Souders Financial Advisors

$661 Million
Q4 2024

A detailed history of Souders Financial Advisors transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Souders Financial Advisors holds 11,217 shares of SCHZ stock, worth $258,664. This represents 0.04% of its overall portfolio holdings.

Number of Shares

11,217

Previous 5,609 99.98%

Holding current value

$258,664

Previous $266,000 4.51%

% of portfolio

0.04%

Previous 0.04%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$22.63 - $47.53 $126,909 - $266,548	5,608 Added 99.98%	11,217 $254,000
Q3 2024 Nov 05, 2024	SELL	$45.2 - $47.87 $10,486 - $11,105	-232 Reduced 3.97%	5,609 $266,000
Q2 2024 Aug 28, 2024	SELL	$44.66 - $45.99 $21,928 - $22,581	-491 Reduced 7.75%	5,841 $266,000
Q1 2024 May 08, 2024	SELL	$45.44 - $46.67 $69,296 - $71,171	-1,525 Reduced 19.41%	6,332 $291,000
Q4 2023 Jan 24, 2024	SELL	$43.09 - $46.83 $15.2 Million - $16.5 Million	-352,887 Reduced 97.82%	7,857 $366,000
Q3 2023 Nov 06, 2023	BUY	$44.14 - $46.33 $1.58 Million - $1.66 Million	35,726 Added 10.99%	360,744 $16 Million
Q2 2023 Aug 09, 2023	BUY	$45.86 - $47.33 $223,384 - $230,544	4,871 Added 1.52%	325,018 $15 Million
Q1 2023 May 09, 2023	BUY	$45.33 - $47.44 $731,172 - $765,207	16,130 Added 5.31%	320,147 $15 Million
Q4 2022 Feb 13, 2023	BUY	$44.04 - $47.03 $783,603 - $836,804	17,793 Added 6.22%	304,017 $13.9 Million
Q3 2022 Nov 10, 2022	SELL	$44.98 - $49.09 $4.55 Million - $4.96 Million	-101,109 Reduced 26.1%	286,224 $13 Million
Q2 2022 Aug 05, 2022	BUY	$46.62 - $50.36 $12.8 Million - $13.8 Million	274,905 Added 244.52%	387,333 $18.5 Million
Q1 2022 May 04, 2022	BUY	$50.05 - $53.52 $233,883 - $250,098	4,673 Added 4.34%	112,428 $5.69 Million
Q4 2021 Feb 04, 2022	BUY	$53.63 - $54.52 $603,444 - $613,459	11,252 Added 11.66%	107,755 $5.81 Million
Q3 2021 Nov 03, 2021	BUY	$54.26 - $55.17 $469,728 - $477,606	8,657 Added 9.85%	96,503 $5.24 Million
Q2 2021 Aug 09, 2021	BUY	$53.9 - $54.6 $592,684 - $600,381	10,996 Added 14.31%	87,846 $4.8 Million
Q1 2021 May 13, 2021	BUY	$53.75 - $55.97 $329,810 - $343,431	6,136 Added 8.68%	76,850 $4.15 Million
Q4 2020 Feb 09, 2021	BUY	$55.56 - $56.23 $107,730 - $109,029	1,939 Added 2.82%	70,714 $3.96 Million
Q3 2020 Nov 12, 2020	BUY	$56.07 - $56.92 $440,373 - $447,049	7,854 Added 12.89%	68,775 $3.82 Million
Q2 2020 Aug 11, 2020	SELL	$54.35 - $56.24 $1.06 Million - $1.1 Million	-19,585 Reduced 24.33%	60,921 $3.43 Million
Q1 2020 May 12, 2020	BUY	$50.33 - $56.09 $4.05 Million - $4.52 Million	80,506 New	80,506 $4.37 Million

Others Institutions Holding SCHZ

# of Institutions

682

Shares Held

163M

Call Options Held

200

Put Options Held

1.5K

View Full List

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
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Souders Financial Advisors Schwab Us Aggregate Bond ETF Transaction History