Hoertkorn Richard Charles Schwab Us Aggregate Bond ETF Transaction History

Hoertkorn Richard Charles

$183 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2019 Jan 29, 2020	SELL	$53.21 - $54.14 $18,623 - $18,949	-350 Closed	0 $0
Q3 2019 Oct 24, 2019	BUY	$53.15 - $53.86 $18,602 - $18,851	350 New	350 $19,000

Others Institutions Holding SCHZ

# of Institutions

653

Shares Held

130M

Call Options Held

100

Put Options Held

0

Jpmorgan Chase & CO New York, NY

11.7M
Shares

$266 Million
0.02% of portfolio
Avantax Planning Partners, Inc.

6.51M
Shares

$148 Million
5.36% of portfolio
Rockbridge Investment Management, Lcc Syracuse, NY

6.27M
Shares

$142 Million
18.24% of portfolio
Charles Schwab Trust CO

5.9M
Shares

$134 Million
11.76% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

5.07M
Shares

$115 Million
0.24% of portfolio

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
Sector ETFs
Industry ETFs

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