Endowment Wealth Management, Inc. Schwab Us Aggregate Bond ETF Transaction History

Endowment Wealth Management, Inc.

  • $125 Million
  • Q2 2024

A detailed history of Endowment Wealth Management, Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Endowment Wealth Management, Inc. holds 17,245 shares of SCHZ stock, worth $398,704. This represents 0.63% of its overall portfolio holdings.

Number of Shares
17,245
Previous 15,439 11.7%
Holding current value
$398,704
Previous $710,000 10.7%
% of portfolio
0.63%
Previous 0.59%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 01, 2024
BUY
$44.66 - $45.99 $80,655 - $83,057
1,806 Added 11.7%
17,245 $786,000
Q1 2024

May 08, 2024
BUY
$45.44 - $46.67 $121,052 - $124,328
2,664 Added 20.85%
15,439 $710,000
Q4 2023

Feb 07, 2024
BUY
$43.09 - $46.83 $6,980 - $7,586
162 Added 1.28%
12,775 $595,000
Q3 2023

Oct 30, 2023
BUY
$44.14 - $46.33 $29,662 - $31,133
672 Added 5.63%
12,613 $557,000
Q2 2023

Aug 10, 2023
BUY
$45.86 - $47.33 $17,335 - $17,890
378 Added 3.27%
11,941 $551,000
Q1 2023

May 10, 2023
BUY
$45.33 - $47.44 $63,507 - $66,463
1,401 Added 13.79%
11,563 $542,000
Q4 2022

Feb 13, 2023
SELL
$44.04 - $47.03 $3,126 - $3,339
-71 Reduced 0.69%
10,162 $463,000
Q3 2022

Nov 10, 2022
SELL
$44.98 - $49.09 $7,331 - $8,001
-163 Reduced 1.57%
10,233 $464,000
Q2 2022

Aug 15, 2022
SELL
$46.62 - $50.36 $2,284 - $2,467
-49 Reduced 0.47%
10,396 $498,000
Q1 2022

May 04, 2022
SELL
$50.05 - $53.52 $3,203 - $3,425
-64 Reduced 0.61%
10,445 $528,000
Q4 2021

Feb 11, 2022
BUY
$53.63 - $54.52 $563,597 - $572,950
10,509 New
10,509 $566,000

Others Institutions Holding SCHZ

# of Institutions
628
Shares Held
110M
Call Options Held
100
Put Options Held
1.8K
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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