United Capital Financial Advisers, LLC Schwab Us Aggregate Bond ETF Transaction History

United Capital Financial Advisers, LLC

  • $11.7 Billion
  • Q4 2024

A detailed history of United Capital Financial Advisers, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 789,612 shares of SCHZ stock, worth $18.3 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
789,612
Previous 379,517 108.06%
Holding current value
$18.3 Million
Previous $18 Million 0.61%
% of portfolio
0.15%
Previous 0.09%

Shares

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

Feb 13, 2025
BUY
$22.63 - $47.53 $9.28 Million - $19.5 Million
410,095 Added 108.06%
789,612 $17.9 Million
Q3 2024

Nov 12, 2024
SELL
$45.2 - $47.87 $317,756 - $336,526
-7,030 Reduced 1.82%
379,517 $18 Million
Q2 2024

Aug 14, 2024
SELL
$44.66 - $45.99 $210,393 - $216,658
-4,711 Reduced 1.2%
386,547 $17.6 Million
Q1 2024

May 15, 2024
SELL
$45.44 - $46.67 $868,903 - $892,423
-19,122 Reduced 4.66%
391,258 $18 Million
Q4 2023

Feb 14, 2024
SELL
$43.09 - $46.83 $3.68 Million - $4 Million
-85,408 Reduced 17.23%
410,380 $19.1 Million
Q3 2023

Nov 14, 2023
SELL
$44.14 - $46.33 $77,730 - $81,587
-1,761 Reduced 0.35%
495,788 $21.9 Million
Q2 2023

Aug 14, 2023
SELL
$45.86 - $47.33 $848,410 - $875,605
-18,500 Reduced 3.58%
497,549 $23 Million
Q1 2023

Aug 14, 2023
BUY
$45.33 - $47.44 $838,605 - $877,640
18,500 Added 3.72%
516,049 $24.2 Million
Q1 2023

May 15, 2023
SELL
$45.33 - $47.44 $712,814 - $745,994
-15,725 Reduced 2.96%
516,049 $24.2 Million
Q4 2022

Feb 14, 2023
SELL
$44.04 - $47.03 $4.68 Million - $5 Million
-106,289 Reduced 16.66%
531,774 $24.3 Million
Q3 2022

Nov 14, 2022
SELL
$44.98 - $49.09 $8.85 Million - $9.66 Million
-196,767 Reduced 23.57%
638,063 $28.9 Million
Q2 2022

Aug 11, 2022
SELL
$46.62 - $50.36 $2.41 Million - $2.6 Million
-51,696 Reduced 5.83%
834,830 $40 Million
Q1 2022

May 16, 2022
SELL
$50.05 - $53.52 $5.35 Million - $5.72 Million
-106,917 Reduced 10.76%
886,526 $44.8 Million
Q4 2021

Feb 14, 2022
SELL
$53.63 - $54.52 $844,350 - $858,362
-15,744 Reduced 1.56%
993,443 $53.5 Million
Q3 2021

Nov 15, 2021
SELL
$54.26 - $55.17 $1.84 Million - $1.87 Million
-33,934 Reduced 3.25%
1,009,187 $54.8 Million
Q2 2021

Aug 13, 2021
BUY
$53.9 - $54.6 $520,458 - $527,217
9,656 Added 0.93%
1,043,121 $57 Million
Q1 2021

May 14, 2021
SELL
$53.75 - $55.97 $3.03 Million - $3.16 Million
-56,451 Reduced 5.18%
1,033,465 $55.8 Million
Q4 2020

Feb 17, 2021
BUY
$55.56 - $56.23 $1.46 Million - $1.48 Million
26,296 Added 2.47%
1,089,916 $61.1 Million
Q3 2020

Nov 13, 2020
BUY
$56.07 - $56.92 $457,923 - $464,865
8,167 Added 0.77%
1,063,620 $59.6 Million
Q2 2020

Aug 13, 2020
SELL
$54.35 - $56.24 $2.81 Million - $2.91 Million
-51,771 Reduced 4.68%
1,055,453 $59.4 Million
Q1 2020

May 15, 2020
BUY
$50.33 - $56.09 $14.9 Million - $16.6 Million
296,100 Added 36.5%
1,107,224 $60.1 Million
Q4 2019

Feb 14, 2020
BUY
$53.21 - $54.14 $271,051 - $275,789
5,094 Added 0.63%
811,124 $43.3 Million
Q3 2019

Nov 14, 2019
BUY
$53.15 - $53.86 $1.71 Million - $1.73 Million
32,087 Added 4.15%
806,030 $43.4 Million
Q2 2019

Aug 13, 2019
BUY
N/A
46,649 Added 6.41%
773,943 $41 Million
Q1 2019

May 14, 2019
BUY
N/A
136,668 Added 23.14%
727,294 $37.7 Million
Q4 2018

Feb 14, 2019
BUY
N/A
18,614 Added 3.25%
590,626 $29.9 Million
Q3 2018

Nov 14, 2018
SELL
N/A
-75,710 Reduced 11.69%
572,012 $28.7 Million
Q2 2018

Aug 14, 2018
BUY
N/A
10,023 Added 1.57%
647,722 $32.8 Million
Q1 2018

May 15, 2018
BUY
N/A
335,243 Added 110.84%
637,699 $32.5 Million
Q4 2017

Feb 13, 2018
BUY
N/A
7,361 Added 2.49%
302,456 $15.7 Million
Q3 2017

Nov 14, 2017
BUY
N/A
103,230 Added 53.8%
295,095 $15.5 Million
Q2 2017

Aug 14, 2017
BUY
N/A
191,865
191,865 $10 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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