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

Wealth Plan Partners, LLC

  • $705 Billion
  • Q4 2024

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 172,673 shares of SCHZ stock, worth $4.02 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares
172,673
Previous 85,540 101.86%
Holding current value
$4.02 Million
Previous $4.06 Billion 3.57%
% of portfolio
0.56%
Previous 0.55%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
683
Shares Held
163M
Call Options Held
200
Put Options Held
1.5K
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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