Clearview Wealth Advisors LLC Schwab Us Aggregate Bond ETF Transaction History

Clearview Wealth Advisors LLC

$130 Million
Q4 2024

A detailed history of Clearview Wealth Advisors LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Clearview Wealth Advisors LLC holds 488,707 shares of SCHZ stock, worth $11.3 Million. This represents 8.52% of its overall portfolio holdings.

Number of Shares

488,707

Previous 235,266 107.73%

Holding current value

$11.3 Million

Previous $11.2 Million 0.77%

% of portfolio

8.52%

Previous 8.69%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$22.63 - $47.53 $5.74 Million - $12 Million	253,441 Added 107.73%	488,707 $11.1 Million
Q3 2024 Oct 15, 2024	BUY	$45.2 - $47.87 $1.27 Million - $1.35 Million	28,167 Added 13.6%	235,266 $11.2 Million
Q2 2024 Jul 31, 2024	BUY	$44.66 - $45.99 $4.58 Million - $4.72 Million	102,539 Added 98.07%	207,099 $9.44 Million
Q1 2024 Apr 09, 2024	BUY	$45.44 - $46.67 $2.96 Million - $3.04 Million	65,145 Added 165.28%	104,560 $4.81 Million
Q4 2023 Jan 12, 2024	BUY	$43.09 - $46.83 $98,202 - $106,725	2,279 Added 6.14%	39,415 $1.84 Million
Q3 2023 Oct 30, 2023	SELL	$44.14 - $46.33 $5,914 - $6,208	-134 Reduced 0.36%	37,136 $1.64 Million
Q2 2023 Aug 07, 2023	BUY	$45.86 - $47.33 $71,449 - $73,740	1,558 Added 4.36%	37,270 $1.72 Million
Q1 2023 Apr 12, 2023	SELL	$45.33 - $47.44 $3.07 Million - $3.21 Million	-67,711 Reduced 65.47%	35,712 $1.68 Million
Q4 2022 Jan 31, 2023	SELL	$44.04 - $47.03 $1.58 Million - $1.68 Million	-35,794 Reduced 25.71%	103,423 $4.72 Million
Q3 2022 Oct 18, 2022	BUY	$44.98 - $49.09 $138,313 - $150,951	3,075 Added 2.26%	139,217 $6.31 Million
Q2 2022 Aug 05, 2022	SELL	$46.62 - $50.36 $1.56 Million - $1.69 Million	-33,477 Reduced 19.74%	136,142 $6.52 Million
Q1 2022 Apr 29, 2022	BUY	$50.05 - $53.52 $8.49 Million - $9.08 Million	169,619 New	169,619 $8.58 Million

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

Ticker SCHZ
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Clearview Wealth Advisors LLC Schwab Us Aggregate Bond ETF Transaction History