Wealth Shield Partners, LLC Schwab Us Aggregate Bond ETF Transaction History

Wealth Shield Partners, LLC

  • $600 Million
  • Q1 2024

A detailed history of Wealth Shield Partners, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 196,122 shares of SCHZ stock, worth $8.94 Million. This represents 1.5% of its overall portfolio holdings.

Number of Shares
196,122
Previous 119,854 63.63%
Holding current value
$8.94 Million
Previous $5.59 Million 61.46%
% of portfolio
1.5%
Previous 0.95%

Shares

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

Apr 29, 2024
BUY
$45.44 - $46.67 $3.47 Million - $3.56 Million
76,268 Added 63.63%
196,122 $9.02 Million
Q4 2023

Jan 23, 2024
SELL
$43.09 - $46.83 $722,576 - $785,292
-16,769 Reduced 12.27%
119,854 $5.59 Million
Q3 2023

Oct 25, 2023
SELL
$44.14 - $46.33 $1.43 Million - $1.5 Million
-32,461 Reduced 19.2%
136,623 $6.04 Million
Q2 2023

Aug 03, 2023
BUY
$45.86 - $47.33 $176,606 - $182,267
3,851 Added 2.33%
169,084 $7.8 Million
Q1 2023

May 08, 2023
BUY
$45.33 - $47.44 $720,928 - $754,485
15,904 Added 10.65%
165,233 $7.75 Million
Q4 2022

Feb 13, 2023
BUY
$44.31 - $47.03 $5.48 Million - $5.82 Million
123,750 Added 483.8%
149,329 $6.82 Million
Q3 2022

Nov 04, 2022
BUY
N/A
166 Added 0.65%
25,579 $1.16 Million
Q2 2022

Aug 11, 2022
SELL
N/A
-4,348 Reduced 14.61%
25,413 $1.22 Million
Q1 2022

May 09, 2022
SELL
N/A
-14,400 Reduced 32.61%
29,761 $1.51 Million
Q4 2021

Feb 10, 2022
BUY
N/A
39,017 Added 758.5%
44,161 $2.38 Million
Q3 2021

Nov 12, 2021
SELL
N/A
-73,364 Reduced 93.45%
5,144 $279,000
Q2 2021

Aug 06, 2021
BUY
N/A
12,688 Added 19.28%
78,508 $4.29 Million
Q1 2021

May 17, 2021
BUY
N/A
6,064 Added 10.15%
65,820 $3.55 Million
Q4 2020

Feb 16, 2021
BUY
N/A
55,510 Added 1307.35%
59,756 $3.35 Million
Q3 2020

Oct 30, 2020
SELL
N/A
-5 Reduced 0.12%
4,246 $238,000
Q2 2020

Aug 13, 2020
SELL
N/A
-460 Reduced 9.76%
4,251 $239,000
Q1 2020

May 12, 2020
SELL
N/A
-455 Reduced 8.81%
4,711 $256,000
Q4 2019

Feb 13, 2020
BUY
N/A
233 Added 4.72%
5,166 $276,000
Q3 2019

Nov 13, 2019
BUY
N/A
354 Added 7.73%
4,933 $266,000
Q2 2019

Aug 12, 2019
SELL
N/A
-1,033 Reduced 18.41%
4,579 $243,000
Q1 2019

May 14, 2019
BUY
N/A
5,612 New
5,612 $291,000

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

SCHZ Quotes by TradingView
  • Ticker SCHZ
  • Sector ETFs
  • Industry ETFs
More about SCHZ
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