Wealthsource Partners, LLC Schwab Us Aggregate Bond ETF Transaction History

Wealthsource Partners, LLC

  • $1.52 Billion
  • Q4 2023

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2019

Feb 12, 2020
SELL
$53.21 - $54.14 $1.02 Million - $1.04 Million
-19,206 Closed
0 $0
Q3 2019

Nov 15, 2019
BUY
$53.15 - $53.86 $209,304 - $212,100
3,938 Added 25.79%
19,206 $1.03 Million
Q2 2019

Aug 09, 2019
SELL
N/A
-25,052 Reduced 62.13%
15,268 $809,000
Q1 2019

May 16, 2019
SELL
N/A
-74,626 Reduced 64.92%
40,320 $2.09 Million
Q4 2018

Feb 06, 2019
SELL
N/A
-7,616 Reduced 6.21%
114,946 $5.82 Million
Q3 2018

Nov 13, 2018
BUY
N/A
1,377 Added 1.14%
122,562 $6.16 Million
Q2 2018

Aug 14, 2018
SELL
N/A
-12,117 Reduced 9.09%
121,185 $6.14 Million
Q1 2018

Apr 16, 2018
BUY
N/A
40,781 Added 44.08%
133,302 $6.8 Million
Q1 2018

Apr 16, 2018
SELL
N/A
-5,620 Reduced 5.73%
92,521 $4.79 Million
Q4 2017

Feb 16, 2018
BUY
N/A
3,146 Added 3.31%
98,141 $5.11 Million
Q3 2017

Nov 20, 2017
BUY
N/A
1,894 Added 2.03%
94,995 $4.97 Million
Q2 2017

Aug 16, 2017
BUY
N/A
93,101
93,101 $4.87 Million

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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