Visionary Wealth Advisors Schwab Us Aggregate Bond ETF Transaction History

Visionary Wealth Advisors

  • $1.56 Billion
  • Q1 2025

A detailed history of Visionary Wealth Advisors transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Visionary Wealth Advisors holds 29,476 shares of SCHZ stock, worth $682,664. This represents 0.04% of its overall portfolio holdings.

Number of Shares
29,476
Previous 27,815 5.97%
Holding current value
$682,664
Previous $631,000 8.08%
% of portfolio
0.04%
Previous 0.04%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
$22.46 - $23.26 $37,306 - $38,634
1,661 Added 5.97%
29,476 $682,000
Q4 2024

Feb 13, 2025
BUY
$22.63 - $47.53 $301,816 - $633,907
13,337 Added 92.12%
27,815 $631,000
Q3 2024

Nov 12, 2024
SELL
$45.2 - $47.87 $66,127 - $70,033
-1,463 Reduced 9.18%
14,478 $687,000
Q2 2024

Aug 13, 2024
SELL
$44.66 - $45.99 $353,751 - $364,286
-7,921 Reduced 33.2%
15,941 $726,000
Q1 2024

May 15, 2024
SELL
$45.44 - $46.67 $58,935 - $60,530
-1,297 Reduced 5.16%
23,862 $1.1 Million
Q4 2023

Feb 14, 2024
BUY
$43.09 - $46.83 $18,701 - $20,324
434 Added 1.76%
25,159 $1.17 Million
Q3 2023

Nov 13, 2023
SELL
$44.14 - $46.33 $90,178 - $94,652
-2,043 Reduced 7.63%
24,725 $1.09 Million
Q2 2023

Aug 11, 2023
BUY
$45.86 - $47.33 $267,959 - $276,549
5,843 Added 27.92%
26,768 $1.24 Million
Q1 2023

May 15, 2023
BUY
$45.33 - $47.44 $948,530 - $992,682
20,925 New
20,925 $981,000
Q1 2022

May 12, 2022
SELL
$50.05 - $53.52 $5.62 Million - $6.01 Million
-112,233 Closed
0 $0
Q4 2021

Feb 14, 2022
BUY
$53.63 - $54.52 $6.02 Million - $6.12 Million
112,233 New
112,233 $6.05 Million
Q2 2020

Aug 14, 2020
SELL
$54.35 - $56.24 $3.87 Million - $4.01 Million
-71,258 Closed
0 $0
Q1 2020

May 15, 2020
BUY
$50.33 - $56.09 $3.59 Million - $4 Million
71,258 New
71,258 $3.87 Million

Others Institutions Holding SCHZ

# of Institutions
711
Shares Held
171M
Call Options Held
1.7K
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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