Zacks Investment Management Schwab Us Aggregate Bond ETF Transaction History

Zacks Investment Management

  • $11.4 Billion
  • Q3 2024

A detailed history of Zacks Investment Management transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Zacks Investment Management holds 9,614 shares of SCHZ stock, worth $218,526. This represents 0.0% of its overall portfolio holdings.

Number of Shares
9,614
Previous 9,549 0.68%
Holding current value
$218,526
Previous $435,000 4.83%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2024
BUY
$45.2 - $47.87 $2,938 - $3,111
65 Added 0.68%
9,614 $456,000
Q2 2024

Aug 14, 2024
BUY
$44.66 - $45.99 $5,091 - $5,242
114 Added 1.21%
9,549 $435,000
Q1 2024

May 15, 2024
BUY
$45.44 - $46.67 $3,726 - $3,826
82 Added 0.88%
9,435 $434,000
Q4 2023

Feb 14, 2024
BUY
$43.09 - $46.83 $5,687 - $6,181
132 Added 1.43%
9,353 $436,000
Q3 2023

Nov 14, 2023
SELL
$44.14 - $46.33 $3,178 - $3,335
-72 Reduced 0.77%
9,221 $407,000
Q2 2023

Aug 14, 2023
BUY
$45.86 - $47.33 $53,335 - $55,044
1,163 Added 14.31%
9,293 $428,000
Q1 2023

May 15, 2023
BUY
$45.33 - $47.44 $17,996 - $18,833
397 Added 5.13%
8,130 $381,000
Q4 2022

Feb 14, 2023
SELL
$44.04 - $47.03 $660 - $705
-15 Reduced 0.19%
7,733 $353,000
Q3 2022

Nov 14, 2022
BUY
$44.98 - $49.09 $348,505 - $380,349
7,748 New
7,748 $351,000
Q2 2022

Aug 15, 2022
SELL
$46.62 - $50.36 $356,596 - $385,203
-7,649 Closed
0 $0
Q1 2022

May 13, 2022
BUY
$50.05 - $53.52 $46,696 - $49,934
933 Added 13.89%
7,649 $387,000
Q4 2021

Feb 15, 2022
SELL
$53.63 - $54.52 $2,735 - $2,780
-51 Reduced 0.75%
6,716 $362,000
Q3 2021

Nov 15, 2021
SELL
$54.26 - $55.17 $19,696 - $20,026
-363 Reduced 5.09%
6,767 $367,000
Q2 2021

Aug 16, 2021
BUY
$53.9 - $54.6 $6,414 - $6,497
119 Added 1.7%
7,130 $389,000
Q1 2021

May 17, 2021
BUY
$53.75 - $55.97 $376,841 - $392,405
7,011 New
7,011 $378,000
Q3 2018

Nov 14, 2018
SELL
N/A
-20,444 Closed
0 $0
Q2 2018

Aug 14, 2018
BUY
N/A
10,634 Added 108.4%
20,444 $1.04 Million
Q1 2018

May 14, 2018
BUY
N/A
9,810 New
9,810 $501,000

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 Zacks Investment Management Portfolio

Follow Zacks Investment Management 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 Zacks Investment Management, based on Form 13F filings with the SEC.

News

Stay updated on Zacks Investment Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email