Wt Wealth Management Schwab Us Aggregate Bond ETF Transaction History

Wt Wealth Management

  • $391 Million
  • Q3 2024

A detailed history of Wt Wealth Management transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Wt Wealth Management holds 9,643 shares of SCHZ stock, worth $221,499. This represents 0.12% of its overall portfolio holdings.

Number of Shares
9,643
Holding current value
$221,499
% of portfolio
0.12%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024
BUY
$45.2 - $47.87 $435,863 - $461,610
9,643 New
9,643 $458,000
Q3 2020

Oct 30, 2020
SELL
$56.07 - $56.92 $1.35 Million - $1.37 Million
-24,038 Closed
0 $0
Q2 2020

Aug 04, 2020
SELL
$54.35 - $56.24 $437,137 - $452,338
-8,043 Reduced 25.07%
24,038 $1.35 Million
Q1 2020

May 13, 2020
SELL
$50.33 - $56.09 $388,094 - $432,509
-7,711 Reduced 19.38%
32,081 $1.74 Million
Q4 2019

Jan 27, 2020
BUY
$53.21 - $54.14 $212 - $216
4 Added 0.01%
39,792 $2.13 Million
Q3 2019

Nov 06, 2019
BUY
$53.15 - $53.86 $2.11 Million - $2.14 Million
39,788 New
39,788 $2.14 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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