Western Wealth Management, LLC Schwab Us Aggregate Bond ETF Transaction History

Western Wealth Management, LLC

  • $1.27 Billion
  • Q1 2024

A detailed history of Western Wealth Management, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Western Wealth Management, LLC holds 7,276 shares of SCHZ stock, worth $333,168. This represents 0.03% of its overall portfolio holdings.

Number of Shares
7,276
Previous 7,380 1.41%
Holding current value
$333,168
Previous $344,000 2.91%
% of portfolio
0.03%
Previous 0.02%

Shares

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

May 02, 2024
SELL
$45.44 - $46.67 $4,725 - $4,853
-104 Reduced 1.41%
7,276 $334,000
Q4 2023

Jan 31, 2024
BUY
$43.09 - $46.83 $21,501 - $23,368
499 Added 7.25%
7,380 $344,000
Q3 2023

Nov 07, 2023
BUY
$44.14 - $46.33 $66,210 - $69,495
1,500 Added 27.88%
6,881 $304,000
Q2 2023

Aug 30, 2023
SELL
$45.86 - $47.33 $5,594 - $5,774
-122 Reduced 2.22%
5,381 $248,000
Q4 2022

Feb 02, 2023
SELL
$44.31 - $47.03 $253,586 - $269,152
-5,723 Reduced 50.98%
5,503 $251,000
Q2 2022

Jul 18, 2022
SELL
N/A
-2,380 Reduced 17.49%
11,226 $540,000
Q1 2022

May 10, 2022
BUY
N/A
6,271 Added 85.49%
13,606 $688,000
Q4 2021

Feb 14, 2022
SELL
N/A
-289 Reduced 3.79%
7,335 $396,000
Q2 2021

Aug 09, 2021
SELL
N/A
-75 Reduced 0.97%
7,624 $416,000
Q1 2021

May 14, 2021
BUY
N/A
80 Added 1.05%
7,699 $415,000
Q4 2020

Feb 10, 2021
SELL
N/A
-132 Reduced 1.7%
7,619 $427,000
Q1 2020

Apr 27, 2020
SELL
N/A
-692 Reduced 8.2%
7,751 $421,000
Q4 2019

Feb 10, 2020
SELL
N/A
-150 Reduced 1.75%
8,443 $451,000
Q3 2019

Nov 08, 2019
SELL
N/A
-76 Reduced 0.88%
8,593 $465,000
Q2 2019

Aug 06, 2019
BUY
N/A
1,100 Added 14.53%
8,669 $461,000
Q1 2019

May 10, 2019
SELL
N/A
-409 Reduced 5.13%
7,569 $394,000
Q4 2018

Feb 15, 2019
BUY
N/A
7,978 New
7,978 $403,000

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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