A detailed history of Sowell Financial Services LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Sowell Financial Services LLC holds 17,522 shares of SCHZ stock, worth $398,275. This represents 0.04% of its overall portfolio holdings.

Number of Shares
17,522
Previous 17,862 1.9%
Holding current value
$398,275
Previous $814,000 2.21%
% of portfolio
0.04%
Previous 0.04%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 04, 2024

SELL
$45.2 - $47.87 $15,368 - $16,275
-340 Reduced 1.9%
17,522 $832,000
Q2 2024

Aug 13, 2024

BUY
$44.66 - $45.99 $81,549 - $83,977
1,826 Added 11.39%
17,862 $814,000
Q1 2024

May 03, 2024

SELL
$45.44 - $46.67 $183,895 - $188,873
-4,047 Reduced 20.15%
16,036 $737,000
Q4 2023

Jan 24, 2024

BUY
$43.09 - $46.83 $155,684 - $169,196
3,613 Added 21.94%
20,083 $936,000
Q3 2023

Nov 08, 2023

SELL
$44.14 - $46.33 $242,019 - $254,027
-5,483 Reduced 24.98%
16,470 $728,000
Q2 2023

Aug 14, 2023

BUY
$45.86 - $47.33 $172,066 - $177,582
3,752 Added 20.61%
21,953 $1.01 Million
Q1 2023

May 12, 2023

SELL
$45.33 - $47.44 $59,744 - $62,525
-1,318 Reduced 6.75%
18,201 $853,000
Q4 2022

Feb 09, 2023

BUY
$44.04 - $47.03 $119,084 - $127,169
2,704 Added 16.08%
19,519 $891,000
Q3 2022

Nov 15, 2022

BUY
$44.98 - $49.09 $756,338 - $825,448
16,815 New
16,815 $762,000
Q1 2022

May 13, 2022

SELL
$50.05 - $53.52 $1.07 Million - $1.15 Million
-21,461 Closed
0 $0
Q4 2021

Feb 09, 2022

BUY
$53.63 - $54.52 $5,684 - $5,779
106 Added 0.5%
21,461 $1.16 Million
Q3 2021

Nov 04, 2021

SELL
$54.26 - $55.17 $1,736 - $1,765
-32 Reduced 0.15%
21,355 $1.16 Million
Q2 2021

Aug 05, 2021

BUY
$53.9 - $54.6 $11,911 - $12,066
221 Added 1.04%
21,387 $1.17 Million
Q1 2021

May 07, 2021

BUY
$53.75 - $55.97 $136,417 - $142,051
2,538 Added 13.62%
21,166 $1.15 Million
Q4 2020

Jan 13, 2021

BUY
$55.56 - $56.23 $1,889 - $1,911
34 Added 0.18%
18,628 $1.04 Million
Q3 2020

Nov 12, 2020

SELL
$56.07 - $56.92 $1,513 - $1,536
-27 Reduced 0.14%
18,594 $1.04 Million
Q2 2020

Aug 13, 2020

SELL
$54.35 - $56.24 $869 - $899
-16 Reduced 0.09%
18,621 $1.05 Million
Q1 2020

May 12, 2020

BUY
$50.33 - $56.09 $365,093 - $406,876
7,254 Added 63.73%
18,637 $1.01 Million
Q4 2019

Feb 07, 2020

SELL
$53.21 - $54.14 $547,690 - $557,263
-10,293 Reduced 47.49%
11,383 $0
Q3 2019

Nov 14, 2019

SELL
$53.15 - $53.86 $1.83 Million - $1.86 Million
-34,489 Reduced 61.41%
21,676 $1.17 Million
Q1 2019

May 15, 2019

SELL
N/A
-3,082 Reduced 5.2%
56,165 $0
Q4 2018

Mar 05, 2019

BUY
N/A
59,247 New
59,247 $3 Million

Others Institutions Holding SCHZ

About SCHWAB US AGGREGATE BOND ETF


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