Walker Financial Services, Inc. Schwab Us Aggregate Bond ETF Transaction History

Walker Financial Services, Inc.

$122 Billion
Q1 2024

A detailed history of Walker Financial Services, Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Walker Financial Services, Inc. holds 10,259 shares of SCHZ stock, worth $464,937. This represents 0.39% of its overall portfolio holdings.

Number of Shares

10,259

Previous 9,837 4.29%

Holding current value

$464,937

Previous $459 Million 2.9%

% of portfolio

0.39%

Previous 0.47%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 11, 2024	BUY	$45.44 - $46.67 $19,175 - $19,694	422 Added 4.29%	10,259 $472 Million
Q4 2023 Jan 09, 2024	SELL	$43.09 - $46.83 $1,249 - $1,358	-29 Reduced 0.29%	9,837 $459 Million
Q3 2023 Oct 11, 2023	SELL	$44.14 - $46.33 $44 - $46	-1 Reduced 0.01%	9,866 $436 Million
Q2 2023 Jul 11, 2023	SELL	$45.86 - $47.33 $1,146 - $1,183	-25 Reduced 0.25%	9,867 $455 Million
Q1 2023 May 10, 2023	BUY	$45.33 - $47.44 $448,404 - $469,276	9,892 New	9,892 $464 Million

Q3 2022 Jun 06, 2023	BUY	N/A	38 Added 0.34%	11,072 $502 Million
Q2 2022 Jun 06, 2023	SELL	N/A	-3,896 Reduced 26.1%	11,034 $528 Million
Q1 2022 Jun 06, 2023	BUY	N/A	5,038 Added 50.93%	14,930 $755 Million

Others Institutions Holding SCHZ

# of Institutions

603

Shares Held

105M

Call Options Held

600

Put Options Held

3.6K

View Full List

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
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Walker Financial Services, Inc. Schwab Us Aggregate Bond ETF Transaction History