Strategic Capital Advisers, Inc. Schwab Us Aggregate Bond ETF Transaction History

Strategic Capital Advisers, Inc.

  • $121 Million
  • Q2 2022

A detailed history of Strategic Capital Advisers, Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Strategic Capital Advisers, Inc. holds 36,214 shares of SCHZ stock, worth $823,506. This represents 1.43% of its overall portfolio holdings.

Number of Shares
36,214
Previous 36,544 0.9%
Holding current value
$823,506
Previous $1.85 Million 6.17%
% of portfolio
1.43%
Previous 1.41%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Jul 18, 2022
SELL
$46.62 - $50.36 $15,384 - $16,618
-330 Reduced 0.9%
36,214 $1.73 Million
Q1 2022

May 05, 2022
SELL
$50.05 - $53.52 $57,307 - $61,280
-1,145 Reduced 3.04%
36,544 $1.85 Million
Q4 2021

Jan 19, 2022
BUY
$53.63 - $54.52 $55,828 - $56,755
1,041 Added 2.84%
37,689 $2.03 Million
Q3 2021

Oct 29, 2021
BUY
$54.26 - $55.17 $135,324 - $137,593
2,494 Added 7.3%
36,648 $1.99 Million
Q2 2021

Jul 30, 2021
BUY
$53.9 - $54.6 $22,368 - $22,659
415 Added 1.23%
34,154 $1.87 Million
Q1 2021

Apr 28, 2021
BUY
$53.75 - $55.97 $87,290 - $90,895
1,624 Added 5.06%
33,739 $1.82 Million
Q4 2020

Jan 27, 2021
BUY
$55.56 - $56.23 $90,507 - $91,598
1,629 Added 5.34%
32,115 $1.8 Million
Q3 2020

Nov 10, 2020
BUY
$56.07 - $56.92 $44,799 - $45,479
799 Added 2.69%
30,486 $1.71 Million
Q2 2020

Aug 06, 2020
BUY
$54.35 - $56.24 $78,590 - $81,323
1,446 Added 5.12%
29,687 $1.67 Million
Q1 2020

May 12, 2020
BUY
$50.33 - $56.09 $47,461 - $52,892
943 Added 3.45%
28,241 $1.53 Million
Q4 2019

Jan 27, 2020
BUY
$53.21 - $54.14 $38,417 - $39,089
722 Added 2.72%
27,298 $1.46 Million
Q3 2019

Nov 05, 2019
BUY
$53.15 - $53.86 $101,091 - $102,441
1,902 Added 7.71%
26,576 $1.43 Million
Q2 2019

Jul 30, 2019
BUY
N/A
353 Added 1.45%
24,674 $1.31 Million
Q1 2019

May 08, 2019
BUY
N/A
4,957 Added 25.6%
24,321 $1.26 Million
Q4 2018

Feb 14, 2019
BUY
N/A
286 Added 1.5%
19,364 $979,000
Q3 2018

Oct 29, 2018
BUY
N/A
7 Added 0.04%
19,078 $959,000
Q2 2018

Aug 10, 2018
BUY
N/A
2,189 Added 12.97%
19,071 $963,000
Q4 2017

Feb 14, 2018
BUY
N/A
16,882
16,882 $879,000

Others Institutions Holding SCHZ

# of Institutions
630
Shares Held
105M
Call Options Held
100
Put Options Held
0
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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