Maripau Wealth Management LLC Schwab Us Aggregate Bond ETF Transaction History

Maripau Wealth Management LLC

$157 Million
Q4 2024

A detailed history of Maripau Wealth Management LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Maripau Wealth Management LLC holds 53,830 shares of SCHZ stock, worth $1.25 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares

53,830

Previous 36,043 49.35%

Holding current value

$1.25 Million

Previous $1.71 Million 28.68%

% of portfolio

0.78%

Previous 1.61%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 05, 2025	BUY	$22.63 - $47.53 $402,519 - $845,416	17,787 Added 49.35%	53,830 $1.22 Million
Q3 2024 Oct 21, 2024	SELL	$45.2 - $47.87 $117,565 - $124,509	-2,601 Reduced 6.73%	36,043 $1.71 Million
Q2 2024 Jul 31, 2024	BUY	$44.66 - $45.99 $52,118 - $53,670	1,167 Added 3.11%	38,644 $1.76 Million
Q1 2024 May 14, 2024	SELL	$45.44 - $46.67 $64,388 - $66,131	-1,417 Reduced 3.64%	37,477 $1.72 Million
Q4 2023 Feb 14, 2024	SELL	$43.09 - $46.83 $338,428 - $367,802	-7,854 Reduced 16.8%	38,894 $1.81 Million
Q3 2023 Nov 15, 2023	BUY	$44.14 - $46.33 $23,173 - $24,323	525 Added 1.14%	46,748 $2.07 Million
Q2 2023 Aug 14, 2023	BUY	$45.86 - $47.33 $292,495 - $301,870	6,378 Added 16.01%	46,223 $2.13 Million
Q1 2023 Jun 07, 2023	SELL	$45.33 - $47.44 $61,422 - $64,281	-1,355 Reduced 3.29%	39,845 $1.87 Million
Q4 2022 Jan 20, 2023	BUY	$44.04 - $47.03 $413,887 - $441,987	9,398 Added 29.55%	41,200 $0
Q3 2022 Nov 04, 2022	BUY	$44.98 - $49.09 $29,326 - $32,006	652 Added 2.09%	31,802 $1.42 Million
Q2 2022 Aug 11, 2022	SELL	$46.62 - $50.36 $221,072 - $238,807	-4,742 Reduced 13.21%	31,150 $1.53 Million
Q1 2022 May 10, 2022	BUY	$50.05 - $53.52 $381,330 - $407,768	7,619 Added 26.95%	35,892 $1.74 Million
Q4 2021 Feb 11, 2022	BUY	$53.63 - $54.52 $1.52 Million - $1.54 Million	28,273 New	28,273 $1.46 Million

Others Institutions Holding SCHZ

# of Institutions

684

Shares Held

165M

Call Options Held

200

Put Options Held

1.5K

View Full List

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
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Maripau Wealth Management LLC Schwab Us Aggregate Bond ETF Transaction History