Rocky Mountain Advisers, LLC Schwab Us Aggregate Bond ETF Transaction History

Rocky Mountain Advisers, LLC

  • $121 Million
  • Q4 2024

A detailed history of Rocky Mountain Advisers, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Rocky Mountain Advisers, LLC holds 9,106 shares of SCHZ stock, worth $211,077. This represents 0.17% of its overall portfolio holdings.

Number of Shares
9,106
Previous 4,553 100.0%
Holding current value
$211,077
Previous $216,000 4.63%
% of portfolio
0.17%
Previous 0.18%

Shares

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

Jan 29, 2025
BUY
$22.63 - $47.53 $103,034 - $216,404
4,553 Added 100.0%
9,106 $206,000
Q1 2023

Apr 19, 2023
SELL
$45.33 - $47.44 $21,305 - $22,296
-470 Reduced 9.36%
4,553 $214,000
Q3 2020

Oct 21, 2020
SELL
$56.07 - $56.92 $65,209 - $66,197
-1,163 Reduced 18.8%
5,023 $282,000
Q3 2019

Oct 25, 2019
SELL
$53.15 - $53.86 $83,977 - $85,098
-1,580 Reduced 20.35%
6,186 $333,000
Q1 2019

Apr 25, 2019
SELL
N/A
-540 Reduced 6.5%
7,766 $403,000
Q2 2018

Aug 14, 2018
BUY
N/A
333 Added 4.18%
8,306 $421,000
Q4 2017

Feb 14, 2018
BUY
N/A
2,450 Added 44.36%
7,973 $415,000
Q2 2017

Aug 14, 2017
BUY
N/A
5,523
5,523 $289,000

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

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