Grey Fox Wealth Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History

Grey Fox Wealth Advisors, LLC

$365 Billion
Q4 2024

A detailed history of Grey Fox Wealth Advisors, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Grey Fox Wealth Advisors, LLC holds 153,925 shares of SCHZ stock, worth $3.54 Million. This represents 0.96% of its overall portfolio holdings.

Number of Shares

153,925

Previous 67,040 129.6%

Holding current value

$3.54 Million

Previous $3.19 Billion 9.68%

% of portfolio

0.96%

Previous 0.89%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	$22.63 - $47.53 $1.97 Million - $4.13 Million	86,885 Added 129.6%	153,925 $3.49 Billion
Q3 2024 Oct 22, 2024	SELL	$45.2 - $47.87 $53,471 - $56,630	-1,183 Reduced 1.73%	67,040 $3.19 Billion
Q2 2024 Jul 30, 2024	BUY	$44.66 - $45.99 $80,834 - $83,241	1,810 Added 2.73%	68,223 $3.11 Billion
Q1 2024 Apr 11, 2024	SELL	$45.44 - $46.67 $36,988 - $37,989	-814 Reduced 1.21%	66,413 $3.06 Billion
Q4 2023 Jan 17, 2024	SELL	$43.09 - $46.83 $223,206 - $242,579	-5,180 Reduced 7.15%	67,227 $3.13 Billion
Q3 2023 Oct 24, 2023	BUY	$44.14 - $46.33 $1.57 Million - $1.65 Million	35,580 Added 96.61%	72,407 $3.2 Billion
Q2 2023 Aug 03, 2023	SELL	$45.86 - $47.33 $51,867 - $53,530	-1,131 Reduced 2.98%	36,827 $1.7 Billion
Q1 2023 May 09, 2023	SELL	$45.33 - $47.44 $159,334 - $166,751	-3,515 Reduced 8.48%	37,958 $1.78 Billion
Q4 2022 Feb 14, 2023	BUY	$44.04 - $47.03 $1.83 Million - $1.95 Million	41,473 New	41,473 $1.89 Billion

Others Institutions Holding SCHZ

# of Institutions

680

Shares Held

163M

Call Options Held

200

Put Options Held

1.5K

View Full List

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
Sector ETFs
Industry ETFs

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Grey Fox Wealth Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History