Wealth Plan Partners, LLC Schwab Us Aggregate Bond ETF Transaction History

Wealth Plan Partners, LLC

$591 Million
Q3 2025

A detailed history of Wealth Plan Partners, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 188,124 shares of SCHZ stock, worth $4.4 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares

188,124

Previous 173,802 8.24%

Holding current value

$4.4 Million

Previous $4.04 Million 9.31%

% of portfolio

0.75%

Previous 0.73%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	BUY	$22.9 - $23.58 $327,973 - $337,712	14,322 Added 8.24%	188,124 $4.42 Million
Q2 2025 Jul 28, 2025	SELL	$22.68 - $23.28 $193,687 - $198,811	-8,540 Reduced 4.68%	173,802 $4.04 Million
Q1 2025 May 09, 2025	BUY	$22.46 - $23.26 $217,165 - $224,900	9,669 Added 5.6%	182,342 $4.22 Billion
Q4 2024 Jan 30, 2025	BUY	$22.63 - $47.53 $1.97 Million - $4.14 Million	87,133 Added 101.86%	172,673 $3.92 Billion
Q3 2024 Nov 05, 2024	SELL	$45.2 - $47.87 $150,335 - $159,215	-3,326 Reduced 3.74%	85,540 $4.06 Billion

Q2 2024 Aug 09, 2024	BUY	$44.66 - $45.99 $207,758 - $213,945	4,652 Added 5.52%	88,866 $4.05 Billion
Q1 2024 May 07, 2024	BUY	$45.44 - $46.67 $150,270 - $154,337	3,307 Added 4.09%	84,214 $3.87 Billion
Q4 2023 Jan 05, 2024	BUY	$43.09 - $46.83 $378,588 - $411,448	8,786 Added 12.18%	80,907 $3.77 Billion
Q3 2023 Nov 01, 2023	BUY	$44.14 - $46.33 $365,346 - $383,473	8,277 Added 12.96%	72,121 $3.19 Billion
Q2 2023 Jul 31, 2023	SELL	$45.86 - $47.33 $207,562 - $214,215	-4,526 Reduced 6.62%	63,844 $2.95 Billion
Q1 2023 May 10, 2023	BUY	$45.33 - $47.44 $446,545 - $467,331	9,851 Added 16.83%	68,370 $3.21 Billion
Q4 2022 Feb 16, 2023	BUY	$44.04 - $47.03 $1.31 Million - $1.4 Million	29,701 Added 103.06%	58,519 $2.71 Billion
Q1 2022 May 03, 2022	BUY	$50.05 - $53.52 $404,404 - $432,441	8,080 Added 38.96%	28,818 $1.4 Million
Q4 2021 Feb 01, 2022	BUY	$53.63 - $54.52 $1.11 Million - $1.13 Million	20,738 New	20,738 $1.09 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
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Wealth Plan Partners, LLC Schwab Us Aggregate Bond ETF Transaction History