A detailed history of United Capital Financial Advisers, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 379,517 shares of SCHZ stock, worth $8.61 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
379,517
Previous 386,547 1.82%
Holding current value
$8.61 Million
Previous $17.6 Million 2.36%
% of portfolio
0.09%
Previous 0.15%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$45.2 - $47.87 $317,756 - $336,526
-7,030 Reduced 1.82%
379,517 $18 Million
Q2 2024

Aug 14, 2024

SELL
$44.66 - $45.99 $210,393 - $216,658
-4,711 Reduced 1.2%
386,547 $17.6 Million
Q1 2024

May 15, 2024

SELL
$45.44 - $46.67 $868,903 - $892,423
-19,122 Reduced 4.66%
391,258 $18 Million
Q4 2023

Feb 14, 2024

SELL
$43.09 - $46.83 $3.68 Million - $4 Million
-85,408 Reduced 17.23%
410,380 $19.1 Million
Q3 2023

Nov 14, 2023

SELL
$44.14 - $46.33 $77,730 - $81,587
-1,761 Reduced 0.35%
495,788 $21.9 Million
Q2 2023

Aug 14, 2023

SELL
$45.86 - $47.33 $848,410 - $875,605
-18,500 Reduced 3.58%
497,549 $23 Million
Q1 2023

Aug 14, 2023

BUY
$45.33 - $47.44 $838,605 - $877,640
18,500 Added 3.72%
516,049 $24.2 Million
Q1 2023

May 15, 2023

SELL
$45.33 - $47.44 $712,814 - $745,994
-15,725 Reduced 2.96%
516,049 $24.2 Million
Q4 2022

Feb 14, 2023

SELL
$44.04 - $47.03 $4.68 Million - $5 Million
-106,289 Reduced 16.66%
531,774 $24.3 Million
Q3 2022

Nov 14, 2022

SELL
$44.98 - $49.09 $8.85 Million - $9.66 Million
-196,767 Reduced 23.57%
638,063 $28.9 Million
Q2 2022

Aug 11, 2022

SELL
$46.62 - $50.36 $2.41 Million - $2.6 Million
-51,696 Reduced 5.83%
834,830 $40 Million
Q1 2022

May 16, 2022

SELL
$50.05 - $53.52 $5.35 Million - $5.72 Million
-106,917 Reduced 10.76%
886,526 $44.8 Million
Q4 2021

Feb 14, 2022

SELL
$53.63 - $54.52 $844,350 - $858,362
-15,744 Reduced 1.56%
993,443 $53.5 Million
Q3 2021

Nov 15, 2021

SELL
$54.26 - $55.17 $1.84 Million - $1.87 Million
-33,934 Reduced 3.25%
1,009,187 $54.8 Million
Q2 2021

Aug 13, 2021

BUY
$53.9 - $54.6 $520,458 - $527,217
9,656 Added 0.93%
1,043,121 $57 Million
Q1 2021

May 14, 2021

SELL
$53.75 - $55.97 $3.03 Million - $3.16 Million
-56,451 Reduced 5.18%
1,033,465 $55.8 Million
Q4 2020

Feb 17, 2021

BUY
$55.56 - $56.23 $1.46 Million - $1.48 Million
26,296 Added 2.47%
1,089,916 $61.1 Million
Q3 2020

Nov 13, 2020

BUY
$56.07 - $56.92 $457,923 - $464,865
8,167 Added 0.77%
1,063,620 $59.6 Million
Q2 2020

Aug 13, 2020

SELL
$54.35 - $56.24 $2.81 Million - $2.91 Million
-51,771 Reduced 4.68%
1,055,453 $59.4 Million
Q1 2020

May 15, 2020

BUY
$50.33 - $56.09 $14.9 Million - $16.6 Million
296,100 Added 36.5%
1,107,224 $60.1 Million
Q4 2019

Feb 14, 2020

BUY
$53.21 - $54.14 $271,051 - $275,789
5,094 Added 0.63%
811,124 $43.3 Million
Q3 2019

Nov 14, 2019

BUY
$53.15 - $53.86 $1.71 Million - $1.73 Million
32,087 Added 4.15%
806,030 $43.4 Million
Q2 2019

Aug 13, 2019

BUY
N/A
46,649 Added 6.41%
773,943 $41 Million
Q1 2019

May 14, 2019

BUY
N/A
136,668 Added 23.14%
727,294 $37.7 Million
Q4 2018

Feb 14, 2019

BUY
N/A
18,614 Added 3.25%
590,626 $29.9 Million
Q3 2018

Nov 14, 2018

SELL
N/A
-75,710 Reduced 11.69%
572,012 $28.7 Million
Q2 2018

Aug 14, 2018

BUY
N/A
10,023 Added 1.57%
647,722 $32.8 Million
Q1 2018

May 15, 2018

BUY
N/A
335,243 Added 110.84%
637,699 $32.5 Million
Q4 2017

Feb 13, 2018

BUY
N/A
7,361 Added 2.49%
302,456 $15.7 Million
Q3 2017

Nov 14, 2017

BUY
N/A
103,230 Added 53.8%
295,095 $15.5 Million
Q2 2017

Aug 14, 2017

BUY
N/A
191,865
191,865 $10 Million

Others Institutions Holding SCHZ

About SCHWAB US AGGREGATE BOND ETF


  • Ticker SCHZ
  • Sector ETFs
  • Industry ETFs
More about SCHZ
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