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

Certus Wealth Management, LLC

  • $144 Million
  • Q4 2024

A detailed history of Certus Wealth Management, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Certus Wealth Management, LLC holds 12,264 shares of SCHZ stock, worth $283,666. This represents 0.19% of its overall portfolio holdings.

Number of Shares
12,264
Previous 6,132 100.0%
Holding current value
$283,666
Previous $291,000 4.47%
% of portfolio
0.19%
Previous 0.21%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
BUY
$22.63 - $47.53 $138,767 - $291,453
6,132 Added 100.0%
12,264 $278,000
Q2 2024

Aug 02, 2024
SELL
$44.66 - $45.99 $14,603 - $15,038
-327 Reduced 5.06%
6,132 $279,000
Q1 2024

May 06, 2024
SELL
$45.44 - $46.67 $6,361 - $6,533
-140 Reduced 2.12%
6,459 $297,000
Q4 2023

Feb 09, 2024
SELL
$43.09 - $46.83 $1,895 - $2,060
-44 Reduced 0.66%
6,599 $307,000
Q2 2023

Aug 10, 2023
BUY
$45.86 - $47.33 $304,647 - $314,413
6,643 New
6,643 $307 Million

Others Institutions Holding SCHZ

# of Institutions
684
Shares Held
165M
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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