Partners In Financial Planning Schwab Us Aggregate Bond ETF Transaction History

Partners In Financial Planning

  • $490 Billion
  • Q4 2024

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 13,282 shares of SCHZ stock, worth $306,681. This represents 0.06% of its overall portfolio holdings.

Number of Shares
13,282
Holding current value
$306,681
% of portfolio
0.06%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
682
Shares Held
165M
Call Options Held
200
Put Options Held
1.5K
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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