Hoxton Planning & Management, LLC Schwab Us Aggregate Bond ETF Transaction History

Hoxton Planning & Management, LLC

  • $300 Million
  • Q3 2025

A detailed history of Hoxton Planning & Management, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Hoxton Planning & Management, LLC holds 222,333 shares of SCHZ stock, worth $5.2 Million. This represents 1.74% of its overall portfolio holdings.

Number of Shares
222,333
Previous 196,187 13.33%
Holding current value
$5.2 Million
Previous $4.56 Million 14.45%
% of portfolio
1.74%
Previous 1.62%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
BUY
$22.9 - $23.58 $598,743 - $616,522
26,146 Added 13.33%
222,333 $5.22 Million
Q2 2025

Aug 06, 2025
BUY
$22.68 - $23.28 $250,455 - $257,081
11,043 Added 5.96%
196,187 $4.56 Million
Q1 2025

May 08, 2025
BUY
$22.46 - $23.26 $3.11 Million - $3.22 Million
138,637 Added 298.1%
185,144 $4.29 Million
Q4 2024

Sep 08, 2025
SELL
$22.63 - $47.53 $1.59 Million - $3.34 Million
-70,351 Reduced 35.86%
125,836 $2.86 Million
Q3 2024

Oct 08, 2024
BUY
$45.2 - $47.87 $67,574 - $71,565
1,495 Added 3.32%
46,507 $2.21 Million
Q2 2024

Jul 18, 2024
BUY
$44.66 - $45.99 $604,696 - $622,704
13,540 Added 43.02%
45,012 $2.05 Million
Q1 2024

Apr 12, 2024
SELL
$45.44 - $46.67 $156,586 - $160,824
-3,446 Reduced 9.87%
31,472 $1.45 Million
Q4 2023

Jan 30, 2024
BUY
$43.09 - $46.83 $1.5 Million - $1.64 Million
34,918 New
34,918 $1.63 Million

Others Institutions Holding SCHZ

# of Institutions
707
Shares Held
174M
Call Options Held
0
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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