Southern Wealth Management, LLP Schwab Us Aggregate Bond ETF Transaction History

Southern Wealth Management, LLP

  • $258 Million
  • Q1 2023

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Aug 11, 2022
SELL
$46.62 - $50.36 $212,214 - $229,238
-4,552 Closed
0 $0
Q1 2022

May 16, 2022
BUY
$50.05 - $53.52 $850 - $909
17 Added 0.37%
4,552 $230,000
Q4 2021

Feb 10, 2022
BUY
$53.63 - $54.52 $1,662 - $1,690
31 Added 0.69%
4,535 $244,000
Q3 2021

Nov 15, 2021
BUY
$54.26 - $55.17 $868 - $882
16 Added 0.36%
4,504 $244,000
Q2 2021

Aug 13, 2021
BUY
$53.9 - $54.6 $5,497 - $5,569
102 Added 2.33%
4,488 $246,000
Q1 2021

May 17, 2021
BUY
$53.75 - $55.97 $430 - $447
8 Added 0.18%
4,386 $237,000
Q4 2020

Feb 16, 2021
BUY
$55.56 - $56.23 $3,722 - $3,767
67 Added 1.55%
4,378 $245,000
Q3 2020

Nov 25, 2020
BUY
$56.07 - $56.92 $616 - $626
11 Added 0.26%
4,311 $242,000
Q2 2020

Aug 14, 2020
SELL
$54.35 - $56.24 $2,934 - $3,036
-54 Reduced 1.24%
4,300 $242,000
Q1 2020

May 14, 2020
BUY
$50.33 - $56.09 $1,006 - $1,121
20 Added 0.46%
4,354 $236,000
Q4 2019

May 14, 2020
BUY
$53.21 - $54.14 $230,612 - $234,642
4,334 New
4,334 $232,000

Others Institutions Holding SCHZ

# of Institutions
628
Shares Held
83M
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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