Efficient Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History

Efficient Advisors, LLC

$1.54 Billion
Q2 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2018 Nov 05, 2018	SELL	N/A	-2,829 Closed	0 $0
Q2 2018 Aug 20, 2018	SELL	N/A	-580 Reduced 17.01%	2,829 $143,000
Q1 2018 May 01, 2018	BUY	N/A	3,409 New	3,409 $174,000

Others Institutions Holding SCHZ

# of Institutions

629

Shares Held

110M

Call Options Held

100

Put Options Held

1.8K

Charles Schwab Investment Management Inc San Francisco, CA

33.8M
Shares

$775 Million
0.3% of portfolio
Jpmorgan Chase & CO New York, NY

5.64M
Shares

$129 Million
0.02% of portfolio
Avantax Planning Partners, Inc.

3.4M
Shares

$77.9 Million
5.0% of portfolio
Charles Schwab Trust CO

2.9M
Shares

$66.5 Million
12.11% of portfolio
Rockbridge Investment Management, Lcc Syracuse, NY

2.85M
Shares

$65.3 Million
17.53% of portfolio

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
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