Clean Yield Group Schwab Us Aggregate Bond ETF Transaction History

Clean Yield Group

$296 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 18, 2022	SELL	$46.62 - $50.36 $11,655 - $12,590	-250 Closed	0 $0
Q2 2021 Jul 26, 2021	BUY	$53.9 - $54.6 $13,475 - $13,650	250 New	250 $14,000

Others Institutions Holding SCHZ

# of Institutions

628

Shares Held

83M

Call Options Held

100

Put Options Held

0

Jpmorgan Chase & CO New York, NY

6.33M
Shares

$144 Million
0.02% of portfolio
Ameriprise Financial Inc Minneapolis, MN

4.15M
Shares

$94.1 Million
0.05% of portfolio
Avantax Planning Partners, Inc.

3.14M
Shares

$71.1 Million
5.37% of portfolio
Charles Schwab Trust CO

2.9M
Shares

$65.8 Million
12.11% of portfolio
Rockbridge Investment Management, Lcc Syracuse, NY

2.85M
Shares

$64.6 Million
17.53% of portfolio

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
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