Firethorn Wealth Partners, LLC Schwab Us Aggregate Bond ETF Transaction History

Firethorn Wealth Partners, LLC

$193 Million
Q4 2024

A detailed history of Firethorn Wealth Partners, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Firethorn Wealth Partners, LLC holds 109,477 shares of SCHZ stock, worth $2.54 Million. This represents 1.29% of its overall portfolio holdings.

Number of Shares

109,477

Previous 57,142 91.59%

Holding current value

$2.54 Million

Previous $2.72 Million 8.47%

% of portfolio

1.29%

Previous 1.44%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$22.63 - $47.53 $1.18 Million - $2.49 Million	52,335 Added 91.59%	109,477 $2.49 Million
Q3 2024 Oct 16, 2024	SELL	$45.2 - $47.87 $32,860 - $34,801	-727 Reduced 1.26%	57,142 $2.72 Million
Q2 2024 Jul 25, 2024	BUY	$44.66 - $45.99 $120,046 - $123,621	2,688 Added 4.87%	57,869 $2.64 Million
Q1 2024 Apr 16, 2024	BUY	$45.44 - $46.67 $211,886 - $217,622	4,663 Added 9.23%	55,181 $2.54 Million
Q4 2023 Jan 25, 2024	BUY	$43.09 - $46.83 $350,881 - $381,336	8,143 Added 19.22%	50,518 $2.36 Million
Q3 2023 Oct 17, 2023	BUY	$44.14 - $46.33 $131,802 - $138,341	2,986 Added 7.58%	42,375 $1.87 Million
Q2 2023 Aug 01, 2023	SELL	$45.86 - $47.33 $73,972 - $76,343	-1,613 Reduced 3.93%	39,389 $1.82 Million
Q1 2023 May 02, 2023	BUY	$45.33 - $47.44 $565,265 - $591,576	12,470 Added 43.71%	41,002 $1.92 Million
Q4 2022 Feb 07, 2023	SELL	$44.04 - $47.03 $225,176 - $240,464	-5,113 Reduced 15.2%	28,532 $1.3 Million
Q3 2022 Oct 18, 2022	SELL	$44.98 - $49.09 $158,419 - $172,894	-3,522 Reduced 9.48%	33,645 $1.52 Million
Q2 2022 Aug 03, 2022	BUY	$46.62 - $50.36 $31,282 - $33,791	671 Added 1.84%	37,167 $1.83 Million
Q1 2022 May 03, 2022	BUY	$50.05 - $53.52 $1.26 Million - $1.35 Million	25,151 Added 221.69%	36,496 $1.85 Million
Q4 2021 Feb 08, 2022	BUY	$53.63 - $54.52 $116,269 - $118,199	2,168 Added 23.62%	11,345 $611,000
Q2 2021 Jul 20, 2021	BUY	$53.9 - $54.6 $103,380 - $104,722	1,918 Added 26.42%	9,177 $501,000
Q1 2021 May 18, 2021	BUY	$53.75 - $55.97 $13,652 - $14,216	254 Added 3.63%	7,259 $392,000
Q4 2020 Mar 09, 2021	BUY	$55.56 - $56.23 $389,197 - $393,891	7,005 New	7,005 $392,000

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

Ticker SCHZ
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Firethorn Wealth Partners, LLC Schwab Us Aggregate Bond ETF Transaction History