Wealth Plan Investment Management, LLC Schwab Us Aggregate Bond ETF Transaction History

Wealth Plan Investment Management, LLC

$1.38 Billion
Q3 2025

A detailed history of Wealth Plan Investment Management, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 18,876 shares of SCHZ stock, worth $441,698. This represents 0.03% of its overall portfolio holdings.

Number of Shares

18,876

Previous 20,485 7.85%

Holding current value

$441,698

Previous $476,000 6.93%

% of portfolio

0.03%

Previous 0.04%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	SELL	$22.9 - $23.58 $36,846 - $37,940	-1,609 Reduced 7.85%	18,876 $443,000
Q2 2025 Jul 28, 2025	BUY	$22.68 - $23.28 $464,599 - $476,890	20,485 New	20,485 $476,000
Q3 2023 Nov 09, 2023	BUY	$44.14 - $46.33 $3.18 Million - $3.34 Million	72,121 New	72,121 $3.19 Million
Q4 2022 Feb 15, 2023	BUY	$44.04 - $47.03 $433,617 - $463,057	9,846 Added 20.23%	58,519 $2.67 Million
Q3 2022 Dec 12, 2022	BUY	$44.98 - $49.09 $893,077 - $974,681	19,855 Added 68.9%	48,673 $2.29 Million

Q1 2022 Sep 07, 2022	BUY	$50.05 - $53.52 $1.44 Million - $1.54 Million	28,818 New	28,818 $1.4 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
Sector ETFs
Industry ETFs

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Wealth Plan Investment Management, LLC Schwab Us Aggregate Bond ETF Transaction History