Trinity Point Wealth, LLC Schwab Us Aggregate Bond ETF Transaction History

Trinity Point Wealth, LLC

  • $680 Million
  • Q3 2024

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2022

May 13, 2022
SELL
$50.05 - $53.52 $523,222 - $559,498
-10,454 Closed
0 $0
Q4 2021

Feb 11, 2022
SELL
$53.63 - $54.52 $437,513 - $444,774
-8,158 Reduced 43.83%
10,454 $563,000
Q3 2021

Nov 12, 2021
BUY
$54.26 - $55.17 $22,029 - $22,399
406 Added 2.23%
18,612 $1.01 Million
Q2 2021

Aug 13, 2021
BUY
$53.9 - $54.6 $38,646 - $39,148
717 Added 4.1%
18,206 $994,000
Q1 2021

May 11, 2021
BUY
$53.75 - $55.97 $33,808 - $35,205
629 Added 3.73%
17,489 $944,000
Q4 2020

Feb 10, 2021
BUY
$55.56 - $56.23 $39,503 - $39,979
711 Added 4.4%
16,860 $940,000
Q3 2020

Nov 13, 2020
BUY
$56.07 - $56.92 $92,683 - $94,088
1,653 Added 11.4%
16,149 $906,000
Q2 2020

Aug 13, 2020
BUY
$54.35 - $56.24 $109,841 - $113,661
2,021 Added 16.2%
14,496 $815,000
Q1 2020

May 05, 2020
BUY
$50.33 - $56.09 $23,604 - $26,306
469 Added 3.91%
12,475 $677,000
Q4 2019

Feb 06, 2020
BUY
$53.21 - $54.14 $21,975 - $22,359
413 Added 3.56%
12,006 $641,000
Q3 2019

Nov 07, 2019
BUY
$53.15 - $53.86 $616,167 - $624,398
11,593 New
11,593 $621,000

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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