West Wealth Group, LLC Schwab Us Aggregate Bond ETF Transaction History

West Wealth Group, LLC

$306 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 18, 2024	SELL	$43.09 - $46.83 $791,003 - $859,658	-18,357 Reduced 9.85%	168,099 $7.84 Million
Q3 2023 Oct 06, 2023	SELL	$44.14 - $46.33 $1.16 Million - $1.21 Million	-26,220 Reduced 12.33%	186,456 $8.25 Million
Q2 2023 Jul 26, 2023	SELL	$45.86 - $47.33 $130,792 - $134,985	-2,852 Reduced 1.32%	212,676 $9.82 Million
Q1 2023 Apr 06, 2023	BUY	$45.33 - $47.44 $2.59 Million - $2.71 Million	57,044 Added 35.99%	215,528 $10.1 Million
Q4 2022 Jan 23, 2023	SELL	$44.04 - $47.03 $677,555 - $723,556	-15,385 Reduced 8.85%	158,484 $0
Q3 2022 Oct 21, 2022	SELL	$44.98 - $49.09 $399,062 - $435,526	-8,872 Reduced 4.85%	173,869 $7.88 Million
Q2 2022 Jul 27, 2022	SELL	$46.62 - $50.36 $2.11 Million - $2.28 Million	-45,339 Reduced 19.88%	182,741 $8.75 Million
Q1 2022 May 05, 2022	BUY	$50.05 - $53.52 $11.4 Million - $12.2 Million	228,080 New	228,080 $11.5 Million

Others Institutions Holding SCHZ

# of Institutions

628

Shares Held

94.5M

Call Options Held

100

Put Options Held

0

About SCHWAB US AGGREGATE BOND ETF

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