Vantage Financial Partners, LLC Schwab Us Aggregate Bond ETF Transaction History

Vantage Financial Partners, LLC

$357 Million
Q4 2024

A detailed history of Vantage Financial Partners, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Vantage Financial Partners, LLC holds 105,128 shares of SCHZ stock, worth $2.4 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares

105,128

Previous 54,394 93.27%

Holding current value

$2.4 Million

Previous $2.58 Million 7.66%

% of portfolio

0.67%

Previous 0.67%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$22.63 - $47.53 $1.15 Million - $2.41 Million	50,734 Added 93.27%	105,128 $2.39 Million
Q3 2024 Nov 08, 2024	SELL	$45.2 - $47.87 $7.2 Million - $7.63 Million	-159,322 Reduced 74.55%	54,394 $2.58 Million
Q2 2024 Aug 07, 2024	BUY	$44.66 - $45.99 $274,480 - $282,654	6,146 Added 2.96%	213,716 $9.74 Million
Q1 2024 May 02, 2024	BUY	$45.44 - $46.67 $105,648 - $108,507	2,325 Added 1.13%	207,570 $9.55 Million
Q4 2023 Feb 05, 2024	BUY	$43.09 - $46.83 $447,015 - $485,814	10,374 Added 5.32%	205,245 $9.57 Million
Q3 2023 Nov 02, 2023	BUY	$44.14 - $46.33 $437,471 - $459,176	9,911 Added 5.36%	194,871 $8.62 Million
Q2 2023 Aug 08, 2023	SELL	$45.86 - $47.33 $24,993 - $25,794	-545 Reduced 0.29%	184,960 $8.54 Million
Q1 2023 May 08, 2023	BUY	$45.33 - $47.44 $8.41 Million - $8.8 Million	185,505 New	185,505 $8.7 Million

Others Institutions Holding SCHZ

# of Institutions

691

Shares Held

168M

Call Options Held

200

Put Options Held

1.5K

View Full List

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
Sector ETFs
Industry ETFs

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Vantage Financial Partners, LLC Schwab Us Aggregate Bond ETF Transaction History