Taylor, Cottrill, Erickson & Associates, Inc. Schwab Us Aggregate Bond ETF Transaction History

Taylor, Cottrill, Erickson & Associates, Inc.

  • $359 Million
  • Q3 2024

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2021

Feb 03, 2022
SELL
$53.63 - $54.52 $871,380 - $885,840
-16,248 Closed
0 $0
Q3 2021

Oct 15, 2021
BUY
$54.26 - $55.17 $19,859 - $20,192
366 Added 2.3%
16,248 $882,000
Q2 2021

Jul 20, 2021
SELL
$53.9 - $54.6 $15,738 - $15,943
-292 Reduced 1.81%
15,882 $867,000
Q1 2021

Apr 14, 2021
BUY
$53.75 - $55.97 $11,556 - $12,033
215 Added 1.35%
16,174 $873,000
Q4 2020

Jan 25, 2021
SELL
$55.56 - $56.23 $8,334 - $8,434
-150 Reduced 0.93%
15,959 $894,000
Q3 2020

Oct 09, 2020
BUY
$56.07 - $56.92 $14,297 - $14,514
255 Added 1.61%
16,109 $903,000
Q2 2020

Jul 14, 2020
BUY
$54.35 - $56.24 $12,554 - $12,991
231 Added 1.48%
15,854 $892,000
Q1 2020

Apr 15, 2020
BUY
$50.33 - $56.09 $19,578 - $21,819
389 Added 2.55%
15,623 $848,000
Q4 2019

Jan 14, 2020
SELL
$53.21 - $54.14 $53,688 - $54,627
-1,009 Reduced 6.21%
15,234 $814,000
Q3 2019

Oct 25, 2019
BUY
$53.15 - $53.86 $1,753 - $1,777
33 Added 0.2%
16,243 $875,000
Q2 2019

Jul 26, 2019
SELL
N/A
-58 Reduced 0.36%
16,210 $859,000
Q1 2019

Apr 29, 2019
BUY
N/A
394 Added 2.48%
16,268 $844,000
Q4 2018

Jan 29, 2019
BUY
N/A
305 Added 1.96%
15,874 $803,000
Q3 2018

Oct 24, 2018
BUY
N/A
43 Added 0.28%
15,569 $782,000
Q2 2018

Jul 30, 2018
BUY
N/A
197 Added 1.29%
15,526 $786,000
Q1 2018

Apr 23, 2018
BUY
N/A
360 Added 2.4%
15,329 $782,000
Q4 2017

Jan 24, 2018
SELL
N/A
-178 Reduced 1.18%
14,969 $779,000
Q3 2017

Oct 19, 2017
BUY
N/A
15,147
15,147 $793,000

Others Institutions Holding SCHZ

# of Institutions
627
Shares Held
81.7M
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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