True Wealth Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History

True Wealth Advisors, LLC

  • $240 Million
  • Q1 2024

A detailed history of True Wealth Advisors, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, True Wealth Advisors, LLC holds 4,997 shares of SCHZ stock, worth $228,912. This represents 0.1% of its overall portfolio holdings.

Number of Shares
4,997
Previous 4,951 0.93%
Holding current value
$228,912
Previous $230,000 0.43%
% of portfolio
0.1%
Previous 0.1%

Shares

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

Apr 23, 2024
BUY
$45.44 - $46.67 $2,090 - $2,146
46 Added 0.93%
4,997 $229,000
Q4 2023

Feb 08, 2024
SELL
$43.09 - $46.83 $86,266 - $93,753
-2,002 Reduced 28.79%
4,951 $230,000
Q3 2023

Nov 07, 2023
BUY
$44.14 - $46.33 $41,579 - $43,642
942 Added 15.67%
6,953 $307,000
Q2 2023

Jul 31, 2023
BUY
$45.86 - $47.33 $71,220 - $73,503
1,553 Added 34.84%
6,011 $277,000
Q1 2023

Apr 19, 2023
SELL
$45.33 - $47.44 $15,638 - $16,366
-345 Reduced 7.18%
4,458 $209,000
Q4 2022

Jan 23, 2023
SELL
$44.31 - $47.03 $5,671 - $6,019
-128 Reduced 2.6%
4,803 $0
Q3 2022

Oct 21, 2022
BUY
N/A
20 Added 0.41%
4,931 $223,000
Q2 2022

Jul 27, 2022
SELL
N/A
-6,301 Reduced 56.2%
4,911 $235,000
Q1 2022

May 05, 2022
BUY
N/A
11,212 New
11,212 $604,000
Q1 2022

May 04, 2022
SELL
N/A
-11,212 Closed
0 $0
Q4 2021

Feb 02, 2022
SELL
N/A
-342 Reduced 2.96%
11,212 $604,000
Q3 2021

Oct 25, 2021
BUY
N/A
17 Added 0.15%
11,554 $627,000
Q2 2021

Jul 23, 2021
SELL
N/A
-82 Reduced 0.71%
11,537 $630,000
Q1 2021

Apr 22, 2021
SELL
N/A
-72 Reduced 0.62%
11,619 $0
Q4 2020

Jan 25, 2021
BUY
N/A
11,691 New
11,691 $648,000

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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