Ironwood Investment Counsel, LLC Schwab Us Aggregate Bond ETF Transaction History

Ironwood Investment Counsel, LLC

$532 Million
Q2 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Jul 29, 2019	SELL	N/A	-4,048 Closed	0 $0
Q4 2017 Feb 05, 2018	SELL	N/A	-2,500 Reduced 38.18%	4,048 $210,000
Q3 2017 Oct 30, 2017	BUY	N/A	6,548	6,548 $343,000

Others Institutions Holding SCHZ

# of Institutions

628

Shares Held

110M

Call Options Held

100

Put Options Held

1.8K

Charles Schwab Investment Management Inc San Francisco, CA

33.8M
Shares

$780 Million
0.3% of portfolio
Jpmorgan Chase & CO New York, NY

5.64M
Shares

$130 Million
0.02% of portfolio
Avantax Planning Partners, Inc.

3.4M
Shares

$78.4 Million
5.0% of portfolio
Charles Schwab Trust CO

2.9M
Shares

$66.9 Million
12.11% of portfolio
Rockbridge Investment Management, Lcc Syracuse, NY

2.85M
Shares

$65.7 Million
17.53% of portfolio

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
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