Badgley Phelps Wealth Managers, LLC Schwab Us Aggregate Bond ETF Transaction History

Badgley Phelps Wealth Managers, LLC

  • $4.25 Billion
  • Q3 2024

A detailed history of Badgley Phelps Wealth Managers, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Badgley Phelps Wealth Managers, LLC holds 10,030 shares of SCHZ stock, worth $229,085. This represents 0.01% of its overall portfolio holdings.

Number of Shares
10,030
Previous 9,995 0.35%
Holding current value
$229,085
Previous $455,000 4.62%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 17, 2024
BUY
$45.2 - $47.87 $1,582 - $1,675
35 Added 0.35%
10,030 $476,000
Q2 2024

Aug 13, 2024
BUY
$44.66 - $45.99 $23,714 - $24,420
531 Added 5.61%
9,995 $455,000
Q4 2023

Feb 14, 2024
BUY
$43.09 - $46.83 $193,905 - $210,735
4,500 Added 90.65%
9,464 $441,000
Q3 2023

Nov 02, 2023
BUY
$44.14 - $46.33 $219,110 - $229,982
4,964 New
4,964 $219,000
Q4 2022

Jan 27, 2023
SELL
$44.04 - $47.03 $9,468 - $10,111
-215 Reduced 3.39%
6,135 $0
Q2 2022

Aug 01, 2022
BUY
$46.62 - $50.36 $296,037 - $319,786
6,350 New
6,350 $304,000

Others Institutions Holding SCHZ

# of Institutions
648
Shares Held
124M
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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