Girard Partners Ltd. Schwab Us Aggregate Bond ETF Transaction History

Girard Partners Ltd.

$1.06 Billion
Q2 2024

A detailed history of Girard Partners Ltd. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Girard Partners Ltd. holds 6,291 shares of SCHZ stock, worth $147,209. This represents 0.03% of its overall portfolio holdings.

Number of Shares

6,291

Previous 8,848 28.9%

Holding current value

$147,209

Previous $407,000 29.73%

% of portfolio

0.03%

Previous 0.04%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	SELL	$44.66 - $45.99 $114,195 - $117,596	-2,557 Reduced 28.9%	6,291 $286,000
Q1 2024 May 13, 2024	SELL	$45.44 - $46.67 $1.67 Million - $1.71 Million	-36,660 Reduced 80.56%	8,848 $407,000
Q4 2023 Feb 09, 2024	BUY	$43.09 - $46.83 $1.33 Million - $1.45 Million	30,884 Added 211.19%	45,508 $2.12 Million
Q3 2023 Nov 02, 2023	BUY	$44.14 - $46.33 $645,503 - $677,529	14,624 New	14,624 $646,000
Q4 2018 Feb 11, 2019	SELL	N/A	-7,480 Closed	0 $0

Q3 2018 Nov 09, 2018	BUY	N/A	564 Added 8.16%	7,480 $375,000
Q2 2018 Aug 07, 2018	SELL	N/A	-72 Reduced 1.03%	6,916 $350,000
Q1 2018 Apr 18, 2018	BUY	N/A	163 Added 2.39%	6,988 $357,000
Q4 2017 Feb 07, 2018	SELL	N/A	-949 Reduced 12.21%	6,825 $355,000
Q2 2017 Aug 08, 2017	BUY	N/A	7,774	7,774 $406,000

Others Institutions Holding SCHZ

# of Institutions

707

Shares Held

174M

Call Options Held

Put Options Held

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About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
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Girard Partners Ltd. Schwab Us Aggregate Bond ETF Transaction History