Schneider Downs Wealth Management Advisors, LP Schwab Us Aggregate Bond ETF Transaction History

Schneider Downs Wealth Management Advisors, LP

  • $517 Million
  • Q4 2024

A detailed history of Schneider Downs Wealth Management Advisors, LP transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Schneider Downs Wealth Management Advisors, LP holds 26,091 shares of SCHZ stock, worth $602,702. This represents 0.11% of its overall portfolio holdings.

Number of Shares
26,091
Previous 13,293 96.28%
Holding current value
$602,702
Previous $631,000 6.18%
% of portfolio
0.11%
Previous 0.13%

Shares

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

Feb 04, 2025
BUY
$22.63 - $47.53 $289,618 - $608,288
12,798 Added 96.28%
26,091 $592,000
Q3 2024

Nov 06, 2024
SELL
$45.2 - $47.87 $6,599 - $6,989
-146 Reduced 1.09%
13,293 $631,000
Q2 2024

Aug 07, 2024
SELL
$44.66 - $45.99 $5.83 Million - $6 Million
-130,436 Reduced 90.66%
13,439 $612,000
Q1 2024

May 08, 2024
SELL
$45.44 - $46.67 $1.38 Million - $1.42 Million
-30,432 Reduced 17.46%
143,875 $6.62 Million
Q4 2023

Feb 09, 2024
BUY
$43.09 - $46.83 $3.01 Million - $3.27 Million
69,881 Added 66.92%
174,307 $8.13 Million
Q3 2023

Nov 06, 2023
SELL
$44.14 - $46.33 $156,652 - $164,425
-3,549 Reduced 3.29%
104,426 $4.62 Million
Q2 2023

Jul 31, 2023
BUY
$45.86 - $47.33 $37,972 - $39,189
828 Added 0.77%
107,975 $4.98 Million
Q1 2023

May 04, 2023
SELL
$45.33 - $47.44 $791,733 - $828,587
-17,466 Reduced 14.02%
107,147 $5.03 Million
Q4 2022

Feb 01, 2023
BUY
$44.04 - $47.03 $4.63 Million - $4.94 Million
105,132 Added 539.66%
124,613 $5.69 Million
Q3 2022

Oct 26, 2022
SELL
$44.98 - $49.09 $452,048 - $493,354
-10,050 Reduced 34.03%
19,481 $883,000
Q2 2022

Jul 13, 2022
BUY
$46.62 - $50.36 $536,456 - $579,492
11,507 Added 63.84%
29,531 $1.41 Million
Q1 2022

May 02, 2022
SELL
$50.05 - $53.52 $166,065 - $177,579
-3,318 Reduced 15.55%
18,024 $911,000
Q4 2021

Jan 31, 2022
BUY
$53.63 - $54.52 $9,277 - $9,431
173 Added 0.82%
21,342 $1.15 Million
Q3 2021

Oct 14, 2021
SELL
$54.26 - $55.17 $48,508 - $49,321
-894 Reduced 4.05%
21,169 $1.15 Million
Q2 2021

Jul 20, 2021
SELL
$53.9 - $54.6 $18,002 - $18,236
-334 Reduced 1.49%
22,063 $1.21 Million
Q1 2021

Apr 26, 2021
BUY
$53.75 - $55.97 $64,768 - $67,443
1,205 Added 5.69%
22,397 $1.21 Million
Q4 2020

Jan 21, 2021
BUY
$55.56 - $56.23 $3,000 - $3,036
54 Added 0.26%
21,192 $1.19 Million
Q3 2020

Oct 14, 2020
BUY
$56.07 - $56.92 $162,210 - $164,669
2,893 Added 15.86%
21,138 $1.19 Million
Q2 2020

Jul 15, 2020
SELL
$54.35 - $56.24 $915,797 - $947,644
-16,850 Reduced 48.01%
18,245 $1.03 Million
Q1 2020

Apr 21, 2020
SELL
$50.33 - $56.09 $714,987 - $796,814
-14,206 Reduced 28.81%
35,095 $1.91 Million
Q4 2019

Jan 23, 2020
BUY
$53.21 - $54.14 $262,272 - $266,856
4,929 Added 11.11%
49,301 $2.63 Million
Q3 2019

Nov 05, 2019
BUY
$53.15 - $53.86 $215,416 - $218,294
4,053 Added 10.05%
44,372 $2.39 Million
Q2 2019

Jul 16, 2019
BUY
N/A
6,785 Added 20.23%
40,319 $2.14 Million
Q1 2019

May 01, 2019
BUY
N/A
2,410 Added 7.74%
33,534 $1.74 Million
Q4 2018

Jan 31, 2019
SELL
N/A
-2,971 Reduced 8.71%
31,124 $1.58 Million
Q3 2018

Oct 18, 2018
SELL
N/A
-23,950 Reduced 41.26%
34,095 $1.71 Million
Q2 2018

Jul 24, 2018
BUY
N/A
7,707 Added 15.31%
58,045 $2.94 Million
Q1 2018

Apr 17, 2018
BUY
N/A
15,437 Added 44.23%
50,338 $2.57 Million
Q4 2017

Jan 22, 2018
BUY
N/A
12,974 Added 59.17%
34,901 $1.82 Million
Q3 2017

Oct 11, 2017
BUY
N/A
21,927
21,927 $1.15 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
Track This Portfolio

Track Schneider Downs Wealth Management Advisors, LP Portfolio

Follow Schneider Downs Wealth Management Advisors, LP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Schneider Downs Wealth Management Advisors, LP, based on Form 13F filings with the SEC.

News

Stay updated on Schneider Downs Wealth Management Advisors, LP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email