Plum Street Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History

Plum Street Advisors, LLC

  • $259 Billion
  • Q3 2025

A detailed history of Plum Street Advisors, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Plum Street Advisors, LLC holds 992,096 shares of SCHZ stock, worth $23.2 Million. This represents 8.99% of its overall portfolio holdings.

Number of Shares
992,096
Previous 928,881 6.81%
Holding current value
$23.2 Million
Previous $21.6 Billion 7.86%
% of portfolio
8.99%
Previous 9.52%

Shares

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

Nov 13, 2025
BUY
$22.9 - $23.58 $1.45 Million - $1.49 Million
63,215 Added 6.81%
992,096 $23.3 Billion
Q2 2025

Aug 11, 2025
SELL
$22.68 - $23.28 $457,818 - $469,930
-20,186 Reduced 2.13%
928,881 $21.6 Billion
Q1 2025

May 29, 2025
BUY
$22.46 - $23.26 $67,514 - $69,919
3,006 Added 0.32%
949,067 $22 Billion
Q4 2024

May 29, 2025
BUY
$22.63 - $47.53 $11.8 Million - $24.8 Million
521,360 Added 122.76%
946,061 $21.5 Billion
Q3 2024

May 29, 2025
BUY
$45.2 - $47.87 $1.66 Million - $1.76 Million
36,789 Added 9.48%
424,701 $20.2 Billion
Q2 2024

May 29, 2025
SELL
$44.66 - $45.99 $1.64 Million - $1.69 Million
-36,789 Reduced 8.66%
387,912 $17.7 Billion
Q1 2024

May 29, 2025
BUY
$45.44 - $46.67 $5.37 Million - $5.51 Million
118,110 Added 38.52%
424,701 $20.2 Billion
Q4 2023

May 29, 2025
BUY
$43.09 - $46.83 $13.2 Million - $14.4 Million
306,591 New
306,591 $14.3 Billion

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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