Transform Wealth, LLC Schwab Us Aggregate Bond ETF Transaction History

Transform Wealth, LLC

  • $1.02 Billion
  • Q1 2024

A detailed history of Transform Wealth, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Transform Wealth, LLC holds 40,625 shares of SCHZ stock, worth $1.86 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
40,625
Previous 32,925 23.39%
Holding current value
$1.86 Million
Previous $1.53 Million 21.77%
% of portfolio
0.18%
Previous 0.15%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024
BUY
$45.44 - $46.67 $349,888 - $359,359
7,700 Added 23.39%
40,625 $1.87 Million
Q4 2023

Jan 18, 2024
BUY
$43.09 - $46.83 $112,551 - $122,319
2,612 Added 8.62%
32,925 $1.53 Million
Q3 2023

Oct 10, 2023
SELL
$44.14 - $46.33 $1.31 Million - $1.37 Million
-29,641 Reduced 49.44%
30,313 $1.34 Million
Q2 2023

Jul 13, 2023
SELL
$45.86 - $47.33 $178,670 - $184,397
-3,896 Reduced 6.1%
59,954 $2.77 Million
Q1 2023

Apr 14, 2023
BUY
$45.33 - $47.44 $1.47 Million - $1.53 Million
32,350 Added 102.7%
63,850 $3 Million
Q4 2022

Jan 12, 2023
BUY
$44.31 - $47.03 $1.4 Million - $1.48 Million
31,500 New
31,500 $0

Others Institutions Holding SCHZ

# of Institutions
604
Shares Held
105M
Call Options Held
600
Put Options Held
3.6K
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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