Iht Wealth Management, LLC Schwab Us Aggregate Bond ETF Transaction History

Iht Wealth Management, LLC

  • $3.44 Billion
  • Q3 2024

A detailed history of Iht Wealth Management, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Iht Wealth Management, LLC holds 22,372 shares of SCHZ stock, worth $511,423. This represents 0.03% of its overall portfolio holdings.

Number of Shares
22,372
Previous 13,896 61.0%
Holding current value
$511,423
Previous $633,000 67.93%
% of portfolio
0.03%
Previous 0.02%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$45.2 - $47.87 $383,115 - $405,746
8,476 Added 61.0%
22,372 $1.06 Million
Q2 2024

Aug 14, 2024
SELL
$44.66 - $45.99 $131,434 - $135,348
-2,943 Reduced 17.48%
13,896 $633,000
Q1 2024

May 15, 2024
BUY
$45.44 - $46.67 $90 - $93
2 Added 0.01%
16,839 $774,000
Q4 2023

Feb 14, 2024
SELL
$43.09 - $46.83 $5,860 - $6,368
-136 Reduced 0.8%
16,837 $784,000
Q3 2023

Nov 14, 2023
SELL
$44.14 - $46.33 $55,439 - $58,190
-1,256 Reduced 6.89%
16,973 $750,000
Q2 2023

Aug 14, 2023
BUY
$45.86 - $47.33 $153,906 - $158,839
3,356 Added 22.56%
18,229 $841,000
Q1 2023

May 15, 2023
SELL
$45.33 - $47.44 $252,442 - $264,193
-5,569 Reduced 27.24%
14,873 $697,000
Q4 2022

Feb 14, 2023
SELL
$44.04 - $47.03 $53,244 - $56,859
-1,209 Reduced 5.58%
20,442 $933,000
Q3 2022

Nov 22, 2022
BUY
$44.98 - $49.09 $973,861 - $1.06 Million
21,651 New
21,651 $981,000
Q4 2021

Feb 14, 2022
SELL
$53.63 - $54.52 $206,690 - $210,120
-3,854 Closed
0 $0
Q3 2021

Nov 15, 2021
SELL
$54.26 - $55.17 $236,085 - $240,044
-4,351 Reduced 53.03%
3,854 $209,000
Q2 2021

Aug 16, 2021
BUY
$53.9 - $54.6 $44,198 - $44,772
820 Added 11.1%
8,205 $448,000
Q1 2021

May 18, 2021
BUY
$53.75 - $55.97 $215 - $223
4 Added 0.05%
7,385 $398,000
Q4 2020

Feb 17, 2021
BUY
$55.56 - $56.23 $410,088 - $415,033
7,381 New
7,381 $414,000
Q2 2020

Aug 14, 2020
SELL
$54.35 - $56.24 $218,813 - $226,422
-4,026 Closed
0 $0
Q1 2020

May 13, 2020
SELL
$50.33 - $56.09 $155,972 - $173,822
-3,099 Reduced 43.49%
4,026 $218,000
Q4 2019

Feb 18, 2020
BUY
$53.21 - $54.14 $379,121 - $385,747
7,125 New
7,125 $381,000

Others Institutions Holding SCHZ

# of Institutions
632
Shares Held
106M
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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