Valeo Financial Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History

Valeo Financial Advisors, LLC

  • $3.81 Billion
  • Q3 2024

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2021

Jul 22, 2021
SELL
$53.9 - $54.6 $26,842 - $27,190
-498 Closed
0 $0
Q1 2021

Apr 12, 2021
SELL
$53.75 - $55.97 $21,177 - $22,052
-394 Reduced 44.17%
498 $27,000
Q4 2020

Feb 11, 2021
BUY
$55.56 - $56.23 $611 - $618
11 Added 1.25%
892 $50,000
Q3 2020

Oct 28, 2020
BUY
$56.07 - $56.92 $25,063 - $25,443
447 Added 103.0%
881 $49,000
Q2 2020

Jul 20, 2020
BUY
$54.35 - $56.24 $2,500 - $2,587
46 Added 11.86%
434 $24,000
Q1 2020

Apr 13, 2020
BUY
$50.33 - $56.09 $3,523 - $3,926
70 Added 22.01%
388 $21,000
Q4 2019

Jan 24, 2020
BUY
$53.21 - $54.14 $3,032 - $3,085
57 Added 21.84%
318 $17,000
Q3 2019

Oct 15, 2019
SELL
$53.15 - $53.86 $584 - $592
-11 Reduced 4.04%
261 $14,000
Q2 2019

Jul 10, 2019
SELL
N/A
-38 Reduced 12.26%
272 $14,000
Q1 2019

Apr 12, 2019
BUY
N/A
77 Added 33.05%
310 $16,000
Q4 2018

Jan 30, 2019
SELL
N/A
-121 Reduced 34.18%
233 $12,000
Q2 2018

Aug 14, 2018
BUY
N/A
2 Added 0.57%
354 $18,000
Q4 2017

Feb 09, 2018
BUY
N/A
234 Added 198.31%
352 $18,000
Q3 2017

Nov 14, 2017
BUY
N/A
118
118 $6,000

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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