Kb Financial Partners, LLC Schwab Us Aggregate Bond ETF Transaction History

Kb Financial Partners, LLC

$350 Million
Q3 2023

A detailed history of Kb Financial Partners, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Kb Financial Partners, LLC holds 942 shares of SCHZ stock, worth $21,835. This represents 0.01% of its overall portfolio holdings.

Number of Shares

942

Previous 942 -0.0%

Holding current value

$21,835

Previous $43,000 2.33%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 14, 2023	BUY	$45.86 - $47.33 $43,200 - $44,584	942 New	942 $43,000
Q4 2022 Feb 17, 2023	BUY	$44.04 - $47.03 $176 - $188	4 Added 1.06%	382 $17,000
Q3 2022 Nov 14, 2022	BUY	$44.98 - $49.09 $89 - $98	2 Added 0.53%	378 $17,000
Q2 2022 Aug 11, 2022	BUY	$46.62 - $50.36 $93 - $100	2 Added 0.53%	376 $18,000
Q1 2022 May 17, 2022	BUY	$50.05 - $53.52 $100 - $107	2 Added 0.54%	374 $19,000
Q4 2021 Feb 18, 2022	BUY	$53.63 - $54.52 $19,950 - $20,281	372 New	372 $20,000
Q3 2021 Nov 16, 2021	SELL	$54.26 - $55.17 $19,913 - $20,247	-367 Closed	0 $0
Q2 2021 Aug 17, 2021	BUY	$53.9 - $54.6 $107 - $109	2 Added 0.55%	367 $20,000
Q1 2021 Jun 08, 2021	BUY	$53.75 - $55.97 $19,618 - $20,429	365 New	365 $20,000

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
Sector ETFs
Industry ETFs

More about SCHZ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kb Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kb Financial Partners, LLC with notifications on news.

Account

Kb Financial Partners, LLC Schwab Us Aggregate Bond ETF Transaction History