All Season Financial Advisors, Inc. Schwab Us Aggregate Bond ETF Transaction History

All Season Financial Advisors, Inc.

  • $115 Million
  • Q3 2024

A detailed history of All Season Financial Advisors, Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, All Season Financial Advisors, Inc. holds 39,729 shares of SCHZ stock, worth $918,931. This represents 1.65% of its overall portfolio holdings.

Number of Shares
39,729
Previous 31,762 25.08%
Holding current value
$918,931
Previous $1.45 Million 30.41%
% of portfolio
1.65%
Previous 1.33%

Shares

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

Oct 18, 2024
BUY
$45.2 - $47.87 $360,108 - $381,380
7,967 Added 25.08%
39,729 $1.89 Million
Q2 2024

Jul 23, 2024
SELL
$44.66 - $45.99 $2.55 Million - $2.62 Million
-56,992 Reduced 64.21%
31,762 $1.45 Million
Q1 2024

Apr 17, 2024
SELL
$45.44 - $46.67 $739,263 - $759,274
-16,269 Reduced 15.49%
88,754 $4.08 Million
Q4 2023

Jan 23, 2024
SELL
$43.09 - $46.83 $386,301 - $419,830
-8,965 Reduced 7.86%
105,023 $4.9 Million
Q3 2023

Oct 23, 2023
BUY
$44.14 - $46.33 $5.03 Million - $5.28 Million
113,988 New
113,988 $5.04 Million
Q1 2023

Apr 17, 2023
BUY
$45.33 - $47.44 $8,114 - $8,491
179 Added 2.48%
7,408 $347,000
Q4 2022

Feb 01, 2023
BUY
$44.04 - $47.03 $880 - $940
20 Added 0.28%
7,229 $330,000
Q3 2022

Oct 21, 2022
BUY
$44.98 - $49.09 $1,124 - $1,227
25 Added 0.35%
7,209 $327,000
Q2 2022

Jul 18, 2022
BUY
$46.62 - $50.36 $2,843 - $3,071
61 Added 0.86%
7,184 $344,000
Q1 2022

Apr 29, 2022
BUY
$50.05 - $53.52 $3,753 - $4,014
75 Added 1.06%
7,123 $360,000
Q4 2021

Jan 25, 2022
SELL
$53.63 - $54.52 $53 - $54
-1 Reduced 0.01%
7,048 $380,000
Q3 2021

Oct 20, 2021
BUY
$54.26 - $55.17 $382,478 - $388,893
7,049 New
7,049 $382,000

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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