Bdo Wealth Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History

Bdo Wealth Advisors, LLC

  • $867 Million
  • Q2 2023

A detailed history of Bdo Wealth Advisors, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Bdo Wealth Advisors, LLC holds 5,000 shares of SCHZ stock, worth $115,900. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,000
Previous 5,000 -0.0%
Holding current value
$115,900
Previous $234,000 1.71%
% of portfolio
0.03%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 02, 2022
SELL
$44.98 - $49.09 $137,189 - $149,724
-3,050 Reduced 37.89%
5,000 $227,000
Q4 2021

Feb 11, 2022
SELL
$53.63 - $54.52 $64,356 - $65,424
-1,200 Reduced 12.97%
8,050 $434,000
Q2 2021

Sep 03, 2021
SELL
$53.9 - $54.6 $4,042 - $4,095
-75 Reduced 0.8%
9,250 $505,000
Q1 2021

May 14, 2021
BUY
$53.75 - $55.97 $4,031 - $4,197
75 Added 0.81%
9,325 $503,000
Q1 2020

May 15, 2020
SELL
$50.33 - $56.09 $37,747 - $42,067
-750 Reduced 7.5%
9,250 $502,000
Q4 2018

Feb 14, 2019
BUY
N/A
10,000 New
10,000 $506,000

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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