Financial Consulate, Inc Schwab Us Aggregate Bond ETF Transaction History

Financial Consulate, Inc

  • $360 Million
  • Q4 2024

A detailed history of Financial Consulate, Inc transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Financial Consulate, Inc holds 19,654 shares of SCHZ stock, worth $449,880. This represents 0.12% of its overall portfolio holdings.

Number of Shares
19,654
Previous 9,827 100.0%
Holding current value
$449,880
Previous $466,000 4.29%
% of portfolio
0.12%
Previous 0.13%

Shares

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

Jan 31, 2025
BUY
$22.63 - $47.53 $222,385 - $467,077
9,827 Added 100.0%
19,654 $446,000
Q4 2021

Feb 07, 2022
SELL
$53.63 - $54.52 $2,788 - $2,835
-52 Reduced 0.53%
9,827 $530,000
Q3 2021

Oct 19, 2021
BUY
$54.26 - $55.17 $54 - $55
1 Added 0.01%
9,879 $536,000
Q3 2020

Oct 20, 2020
SELL
$56.07 - $56.92 $40,146 - $40,754
-716 Reduced 6.76%
9,878 $554,000
Q1 2020

Apr 29, 2020
BUY
$50.33 - $56.09 $2,516 - $2,804
50 Added 0.47%
10,594 $575,000
Q3 2019

Oct 16, 2019
SELL
$53.15 - $53.86 $149,245 - $151,238
-2,808 Reduced 21.03%
10,544 $568,000
Q2 2019

Jul 24, 2019
SELL
N/A
-12,650 Reduced 48.65%
13,352 $708,000
Q1 2019

May 01, 2019
SELL
N/A
-173 Reduced 0.66%
26,002 $1.35 Million
Q4 2018

Jan 25, 2019
SELL
N/A
-645 Reduced 2.4%
26,175 $1.32 Million
Q3 2018

Oct 29, 2018
BUY
N/A
305 Added 1.15%
26,820 $1.35 Million
Q2 2018

Jul 27, 2018
BUY
N/A
455 Added 1.75%
26,515 $1.34 Million
Q1 2018

Apr 16, 2018
SELL
N/A
-8,442 Reduced 24.47%
26,060 $1.33 Million
Q4 2017

Jan 29, 2018
BUY
N/A
2,100 Added 6.48%
34,502 $1.8 Million
Q3 2017

Oct 19, 2017
BUY
N/A
32,402
32,402 $1.7 Million

Others Institutions Holding SCHZ

# of Institutions
673
Shares Held
161M
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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