Planned Solutions, Inc. Schwab Us Aggregate Bond ETF Transaction History

Planned Solutions, Inc.

$245 Million
Q3 2024

A detailed history of Planned Solutions, Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Planned Solutions, Inc. holds 26 shares of SCHZ stock, worth $588. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$588

% of portfolio

0.0%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	BUY	$45.2 - $47.87 $1,175 - $1,244	26 New	26 $1,000
Q4 2023 Jan 17, 2024	BUY	$43.09 - $46.83 $1,120 - $1,217	26 New	26 $1,000
Q1 2021 Apr 29, 2021	SELL	$53.75 - $55.97 $2,203 - $2,294	-41 Closed	0 $0
Q3 2020 Nov 06, 2020	BUY	$56.07 - $56.92 $2,298 - $2,333	41 New	41 $2,000

Others Institutions Holding SCHZ

# of Institutions

628

Shares Held

83M

Call Options Held

100

Put Options Held

Jpmorgan Chase & CO New York, NY

6.33M
Shares

$143 Million
0.02% of portfolio
Ameriprise Financial Inc Minneapolis, MN

4.15M
Shares

$93.9 Million
0.05% of portfolio
Avantax Planning Partners, Inc.

3.14M
Shares

$71 Million
5.37% of portfolio
Charles Schwab Trust CO

2.9M
Shares

$65.6 Million
12.11% of portfolio
Rockbridge Investment Management, Lcc Syracuse, NY

2.85M
Shares

$64.5 Million
17.53% of portfolio

View Full List

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
Sector ETFs
Industry ETFs

More about SCHZ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Planned Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Planned Solutions, Inc. with notifications on news.

Account