Walker Financial Services, Inc. Schwab Us Aggregate Bond ETF Transaction History

Walker Financial Services, Inc.

  • $172 Billion
  • Q4 2024

A detailed history of Walker Financial Services, Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Walker Financial Services, Inc. holds 18,089 shares of SCHZ stock, worth $418,760. This represents 0.24% of its overall portfolio holdings.

Number of Shares
18,089
Previous 9,104 98.69%
Holding current value
$418,760
Previous $433 Million 5.08%
% of portfolio
0.24%
Previous 0.29%

Shares

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

Jan 15, 2025
BUY
$22.63 - $47.53 $203,330 - $427,057
8,985 Added 98.69%
18,089 $411 Million
Q3 2024

Oct 09, 2024
SELL
$45.2 - $47.87 $39,595 - $41,934
-876 Reduced 8.78%
9,104 $433 Million
Q2 2024

Jul 15, 2024
SELL
$44.66 - $45.99 $12,460 - $12,831
-279 Reduced 2.72%
9,980 $455 Million
Q1 2024

Apr 11, 2024
BUY
$45.44 - $46.67 $19,175 - $19,694
422 Added 4.29%
10,259 $472 Million
Q4 2023

Jan 09, 2024
SELL
$43.09 - $46.83 $1,249 - $1,358
-29 Reduced 0.29%
9,837 $459 Million
Q3 2023

Oct 11, 2023
SELL
$44.14 - $46.33 $44 - $46
-1 Reduced 0.01%
9,866 $436 Million
Q2 2023

Jul 11, 2023
SELL
$45.86 - $47.33 $1,146 - $1,183
-25 Reduced 0.25%
9,867 $455 Million
Q1 2023

May 10, 2023
BUY
$45.33 - $47.44 $448,404 - $469,276
9,892 New
9,892 $464 Million
Q3 2022

Jun 06, 2023
BUY
$44.98 - $49.09 $1,709 - $1,865
38 Added 0.34%
11,072 $502 Million
Q2 2022

Jun 06, 2023
SELL
$46.62 - $50.36 $181,631 - $196,202
-3,896 Reduced 26.1%
11,034 $528 Million
Q1 2022

Jun 06, 2023
BUY
$50.05 - $53.52 $252,151 - $269,633
5,038 Added 50.93%
14,930 $755 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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