Wilbanks Smith & Thomas Asset Management LLC Schwab Us Aggregate Bond ETF Transaction History

Wilbanks Smith & Thomas Asset Management LLC

  • $3.54 Billion
  • Q1 2024

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Aug 03, 2022
SELL
$46.62 - $50.36 $297,948 - $321,850
-6,391 Closed
0 $0
Q1 2022

May 05, 2022
SELL
$50.05 - $53.52 $4,954 - $5,298
-99 Reduced 1.53%
6,391 $308,000
Q4 2021

Feb 08, 2022
BUY
$53.63 - $54.52 $23,221 - $23,607
433 Added 7.15%
6,490 $350,000
Q3 2021

Nov 04, 2021
BUY
$54.26 - $55.17 $542 - $551
10 Added 0.17%
6,057 $329,000
Q2 2021

Aug 04, 2021
SELL
$53.9 - $54.6 $58,643 - $59,404
-1,088 Reduced 15.25%
6,047 $330,000
Q1 2021

May 11, 2021
BUY
$53.75 - $55.97 $161 - $167
3 Added 0.04%
7,135 $385,000
Q4 2020

Feb 12, 2021
BUY
$55.56 - $56.23 $27,780 - $28,115
500 Added 7.54%
7,132 $400,000
Q3 2020

Nov 12, 2020
BUY
$56.07 - $56.92 $841 - $853
15 Added 0.23%
6,632 $372,000
Q2 2020

Jul 31, 2020
SELL
$54.35 - $56.24 $9,239 - $9,560
-170 Reduced 2.5%
6,617 $372,000
Q1 2020

May 06, 2020
BUY
$50.33 - $56.09 $341,589 - $380,682
6,787 New
6,787 $368,000
Q4 2018

Feb 08, 2019
SELL
N/A
-2,395 Closed
0 $0
Q3 2018

Nov 14, 2018
BUY
N/A
2,395 New
2,395 $120,000

Others Institutions Holding SCHZ

# of Institutions
628
Shares Held
83M
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
Track This Portfolio

Track Wilbanks Smith & Thomas Asset Management LLC Portfolio

Follow Wilbanks Smith & Thomas Asset Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wilbanks Smith & Thomas Asset Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wilbanks Smith & Thomas Asset Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email