Strategic Financial Planning, Inc. Schwab Us Aggregate Bond ETF Transaction History

Strategic Financial Planning, Inc.

  • $151 Million
  • Q3 2024

Shares

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

Aug 03, 2022
SELL
$46.62 - $50.36 $233,100 - $251,800
-5,000 Closed
0 $0
Q1 2022

May 05, 2022
SELL
$50.05 - $53.52 $45,145 - $48,275
-902 Reduced 15.28%
5,000 $253,000
Q4 2021

Feb 07, 2022
BUY
$53.63 - $54.52 $3,914 - $3,979
73 Added 1.25%
5,902 $318,000
Q3 2021

Nov 09, 2021
SELL
$54.26 - $55.17 $217 - $220
-4 Reduced 0.07%
5,829 $316,000
Q2 2021

Aug 06, 2021
SELL
$53.9 - $54.6 $53 - $54
-1 Reduced 0.02%
5,833 $318,000
Q1 2021

May 07, 2021
BUY
$53.75 - $55.97 $107 - $111
2 Added 0.03%
5,834 $315,000
Q4 2020

Feb 11, 2021
SELL
$55.56 - $56.23 $55 - $56
-1 Reduced 0.02%
5,832 $327,000
Q3 2020

Nov 09, 2020
SELL
$56.07 - $56.92 $56 - $56
-1 Reduced 0.02%
5,833 $327,000
Q2 2020

Aug 07, 2020
SELL
$54.35 - $56.24 $6,902 - $7,142
-127 Reduced 2.13%
5,834 $328,000
Q1 2020

Apr 21, 2020
SELL
$50.33 - $56.09 $94,771 - $105,617
-1,883 Reduced 24.01%
5,961 $324,000
Q4 2019

Feb 13, 2020
BUY
$53.21 - $54.14 $417,379 - $424,674
7,844 New
7,844 $419,000

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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