Arcadia Investment Advisors LLC Schwab Us Aggregate Bond ETF Transaction History

Arcadia Investment Advisors LLC

$178 Billion
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Dec 19, 2024	SELL	N/A	-4,520 Closed	0 $0
Q2 2018 Dec 19, 2024	SELL	N/A	-1,914 Reduced 29.75%	4,520 $229 Million
Q4 2017 Dec 19, 2024	BUY	N/A	6,434	6,434 $335 Million

Others Institutions Holding SCHZ

# of Institutions

628

Shares Held

83M

Call Options Held

100

Put Options Held

0

Jpmorgan Chase & CO New York, NY

6.33M
Shares

$144 Million
0.02% of portfolio
Ameriprise Financial Inc Minneapolis, MN

4.15M
Shares

$94.7 Million
0.05% of portfolio
Avantax Planning Partners, Inc.

3.14M
Shares

$71.5 Million
5.37% of portfolio
Charles Schwab Trust CO

2.9M
Shares

$66.2 Million
12.11% of portfolio
Rockbridge Investment Management, Lcc Syracuse, NY

2.85M
Shares

$65 Million
17.53% of portfolio

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
Sector ETFs
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