Blue Barn Wealth, LLC Schwab Us Aggregate Bond ETF Transaction History

Blue Barn Wealth, LLC

  • $189 Million
  • Q4 2024

A detailed history of Blue Barn Wealth, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Blue Barn Wealth, LLC holds 120,391 shares of SCHZ stock, worth $2.79 Million. This represents 1.45% of its overall portfolio holdings.

Number of Shares
120,391
Previous 57,879 108.0%
Holding current value
$2.79 Million
Previous $2.75 Million 0.65%
% of portfolio
1.45%
Previous 1.48%

Shares

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

Feb 06, 2025
BUY
$22.63 - $47.53 $1.41 Million - $2.97 Million
62,512 Added 108.0%
120,391 $2.73 Million
Q3 2024

Oct 17, 2024
BUY
$45.2 - $47.87 $65,811 - $69,698
1,456 Added 2.58%
57,879 $2.75 Million
Q2 2024

Aug 05, 2024
BUY
$44.66 - $45.99 $61,318 - $63,144
1,373 Added 2.49%
56,423 $2.57 Million
Q1 2024

May 10, 2024
SELL
$45.44 - $46.67 $14,768 - $15,167
-325 Reduced 0.59%
55,050 $2.53 Million
Q4 2023

Feb 06, 2024
BUY
$43.09 - $46.83 $76,398 - $83,029
1,773 Added 3.31%
55,375 $2.58 Million
Q3 2023

Nov 13, 2023
BUY
$44.14 - $46.33 $121,517 - $127,546
2,753 Added 5.41%
53,602 $2.37 Million
Q2 2023

Aug 08, 2023
SELL
$45.86 - $47.33 $41,136 - $42,455
-897 Reduced 1.73%
50,849 $2.35 Million
Q1 2023

May 11, 2023
BUY
$45.33 - $47.44 $159,108 - $166,514
3,510 Added 7.28%
51,746 $2.43 Million
Q4 2022

Feb 09, 2023
SELL
$44.04 - $47.03 $401,865 - $429,148
-9,125 Reduced 15.91%
48,236 $2.2 Million
Q3 2022

Oct 26, 2022
SELL
$44.98 - $49.09 $39,312 - $42,904
-874 Reduced 1.5%
57,361 $2.6 Million
Q2 2022

Jul 29, 2022
SELL
$46.62 - $50.36 $193,566 - $209,094
-4,152 Reduced 6.66%
58,235 $2.79 Million
Q1 2022

May 16, 2022
SELL
$50.05 - $53.52 $361,310 - $386,360
-7,219 Reduced 10.37%
62,387 $3.16 Million
Q4 2021

Feb 14, 2022
SELL
$53.63 - $54.52 $74,116 - $75,346
-1,382 Reduced 1.95%
69,606 $3.75 Million
Q3 2021

Nov 15, 2021
SELL
$54.26 - $55.17 $67,065 - $68,190
-1,236 Reduced 1.71%
70,988 $3.85 Million
Q2 2021

Aug 23, 2021
BUY
$53.9 - $54.6 $3.89 Million - $3.94 Million
72,224 New
72,224 $3.94 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
Track This Portfolio

Track Blue Barn Wealth, LLC Portfolio

Follow Blue Barn Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Blue Barn Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Blue Barn Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email