Powers Advisory Group, LLC Schwab Us Aggregate Bond ETF Transaction History

Powers Advisory Group, LLC

  • $199 Million
  • Q4 2024

A detailed history of Powers Advisory Group, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Powers Advisory Group, LLC holds 16,421 shares of SCHZ stock, worth $380,638. This represents 0.19% of its overall portfolio holdings.

Number of Shares
16,421
Previous 8,126 102.08%
Holding current value
$380,638
Previous $386,000 3.63%
% of portfolio
0.19%
Previous 0.19%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
BUY
$22.63 - $47.53 $187,715 - $394,261
8,295 Added 102.08%
16,421 $372,000
Q3 2024

Oct 18, 2024
BUY
$45.2 - $47.87 $1,582 - $1,675
35 Added 0.43%
8,126 $386,000
Q2 2024

Jul 24, 2024
SELL
$44.66 - $45.99 $3,036 - $3,127
-68 Reduced 0.83%
8,091 $368,000
Q1 2024

Apr 19, 2024
SELL
$45.44 - $46.67 $102,058 - $104,820
-2,246 Reduced 21.59%
8,159 $375,000
Q4 2023

Jan 17, 2024
SELL
$43.09 - $46.83 $12,970 - $14,095
-301 Reduced 2.81%
10,405 $485,000
Q3 2023

Oct 18, 2023
SELL
$44.14 - $46.33 $35,488 - $37,249
-804 Reduced 6.99%
10,706 $473,000
Q2 2023

Jul 20, 2023
BUY
$45.86 - $47.33 $1,329 - $1,372
29 Added 0.25%
11,510 $531,000
Q1 2023

Apr 13, 2023
SELL
$45.33 - $47.44 $14,052 - $14,706
-310 Reduced 2.63%
11,481 $538,000
Q4 2022

Jan 20, 2023
SELL
$44.04 - $47.03 $13,652 - $14,579
-310 Reduced 2.56%
11,791 $0
Q3 2022

Oct 14, 2022
SELL
$44.98 - $49.09 $404 - $441
-9 Reduced 0.07%
12,101 $548,000
Q2 2022

Jul 19, 2022
SELL
$46.62 - $50.36 $173,752 - $187,691
-3,727 Reduced 23.53%
12,110 $580,000
Q1 2022

May 11, 2022
SELL
$50.05 - $53.52 $7.61 Million - $8.13 Million
-151,951 Reduced 90.56%
15,837 $801,000
Q4 2021

May 06, 2022
BUY
$53.63 - $54.52 $9 Million - $9.15 Million
167,788 New
167,788 $9.04 Million

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

SCHZ Quotes by TradingView
  • Ticker SCHZ
  • Sector ETFs
  • Industry ETFs
More about SCHZ
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