Wipfli Financial Advisors Llc, Schwab Us Aggregate Bond ETF Transaction History

Wipfli Financial Advisors Llc,

  • $1.42 Billion
  • Q3 2022

A detailed history of Wipfli Financial Advisors Llc, transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Wipfli Financial Advisors Llc, holds 220 shares of SCHZ stock, worth $5,066. This represents 0.0% of its overall portfolio holdings.

Number of Shares
220
Holding current value
$5,066
% of portfolio
0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Oct 26, 2022
BUY
$44.98 - $49.09 $9,895 - $10,799
220 New
220 $10,000
Q2 2022

Jul 07, 2022
SELL
$46.62 - $50.36 $428,437 - $462,808
-9,190 Closed
0 $0
Q1 2022

Apr 22, 2022
SELL
$50.05 - $53.52 $122,422 - $130,909
-2,446 Reduced 21.02%
9,190 $0
Q4 2021

Jan 28, 2022
SELL
$53.63 - $54.52 $53,576 - $54,465
-999 Reduced 7.91%
11,636 $0
Q3 2021

Oct 13, 2021
SELL
$54.26 - $55.17 $215,629 - $219,245
-3,974 Reduced 23.93%
12,635 $0
Q2 2021

Jul 29, 2021
SELL
$53.9 - $54.6 $367,328 - $372,099
-6,815 Reduced 29.09%
16,609 $0
Q1 2021

May 06, 2021
BUY
$53.75 - $55.97 $333,626 - $347,405
6,207 Added 36.05%
23,424 $0
Q4 2020

Feb 02, 2021
BUY
$55.56 - $56.23 $956,576 - $968,111
17,217 New
17,217 $0

Others Institutions Holding SCHZ

# of Institutions
682
Shares Held
163M
Call Options Held
200
Put Options Held
1.5K
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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