Partners In Financial Planning Schwab Us Aggregate Bond ETF Transaction History

Partners In Financial Planning

$578 Billion
Q3 2025

A detailed history of Partners In Financial Planning transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Partners In Financial Planning holds 13,118 shares of SCHZ stock, worth $306,961. This represents 0.05% of its overall portfolio holdings.

Number of Shares

13,118

Previous 12,986 1.02%

Holding current value

$306,961

Previous $302 Million 2.02%

% of portfolio

0.05%

Previous 0.06%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	BUY	$22.9 - $23.58 $3,022 - $3,112	132 Added 1.02%	13,118 $308 Million
Q2 2025 Aug 04, 2025	BUY	$22.68 - $23.28 $2,993 - $3,072	132 Added 1.03%	12,986 $302 Million
Q1 2025 Apr 30, 2025	SELL	$22.46 - $23.26 $9,612 - $9,955	-428 Reduced 3.22%	12,854 $298 Million
Q4 2024 Feb 12, 2025	BUY	$22.63 - $47.53 $300,571 - $631,293	13,282 New	13,282 $301 Million
Q3 2024 Feb 26, 2025	SELL	$45.2 - $47.87 $12,565 - $13,307	-278 Reduced 3.87%	6,900 $328 Million

Q2 2024 Feb 26, 2025	BUY	$44.66 - $45.99 $20,900 - $21,523	468 Added 6.97%	7,178 $327 Million
Q1 2024 Feb 26, 2025	SELL	$45.44 - $46.67 $17,994 - $18,481	-396 Reduced 5.57%	6,710 $309 Million
Q4 2023 Feb 26, 2025	SELL	$43.09 - $46.83 $266,123 - $289,222	-6,176 Reduced 46.5%	7,106 $331 Million

Others Institutions Holding SCHZ

# of Institutions

707

Shares Held

174M

Call Options Held

Put Options Held

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About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
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Partners In Financial Planning Schwab Us Aggregate Bond ETF Transaction History