Access Financial Services, Inc. Schwab Us Aggregate Bond ETF Transaction History

Access Financial Services, Inc.

  • $169 Million
  • Q4 2024

A detailed history of Access Financial Services, Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Access Financial Services, Inc. holds 11,430 shares of SCHZ stock, worth $264,947. This represents 0.15% of its overall portfolio holdings.

Number of Shares
11,430
Previous 6,979 63.78%
Holding current value
$264,947
Previous $331,000 21.75%
% of portfolio
0.15%
Previous 0.18%

Shares

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

Jan 16, 2025
BUY
$22.63 - $47.53 $100,726 - $211,556
4,451 Added 63.78%
11,430 $259,000
Q1 2024

Apr 22, 2024
BUY
$45.44 - $46.67 $57,436 - $58,990
1,264 Added 22.12%
6,979 $321,000
Q1 2021

Apr 23, 2021
BUY
$53.75 - $55.97 $16,125 - $16,791
300 Added 5.54%
5,715 $308,000
Q4 2020

Jan 14, 2021
SELL
$55.56 - $56.23 $4,444 - $4,498
-80 Reduced 1.46%
5,415 $303,000
Q3 2020

Nov 09, 2020
SELL
$56.07 - $56.92 $7,008 - $7,115
-125 Reduced 2.22%
5,495 $308,000
Q2 2020

Aug 11, 2020
SELL
$54.35 - $56.24 $66,307 - $68,612
-1,220 Reduced 17.84%
5,620 $316,000
Q1 2020

Apr 16, 2020
SELL
$50.33 - $56.09 $10,066 - $11,218
-200 Reduced 2.84%
6,840 $371,000
Q4 2019

Jan 21, 2020
SELL
$53.21 - $54.14 $11,812 - $12,019
-222 Reduced 3.06%
7,040 $376,000
Q2 2019

Jul 24, 2019
SELL
N/A
-1,522 Reduced 17.33%
7,262 $385,000
Q1 2019

Apr 26, 2019
SELL
N/A
-430 Reduced 4.67%
8,784 $456,000
Q4 2018

Feb 19, 2019
SELL
N/A
-100 Reduced 1.07%
9,214 $466,000
Q3 2018

Oct 26, 2018
SELL
N/A
-50 Reduced 0.53%
9,314 $468,000
Q2 2018

Jul 20, 2018
SELL
N/A
-2,467 Reduced 20.85%
9,364 $474,000
Q1 2018

Apr 27, 2018
SELL
N/A
-17,435 Reduced 59.57%
11,831 $604,000
Q4 2017

Jan 16, 2018
SELL
N/A
-5,150 Reduced 14.96%
29,266 $1.52 Million
Q3 2017

Nov 02, 2017
BUY
N/A
34,416
34,416 $1.8 Million

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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