Hoxton Planning & Management, LLC Schwab Us Aggregate Bond ETF Transaction History

Hoxton Planning & Management, LLC

$300 Million
Q3 2025

A detailed history of Hoxton Planning & Management, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Hoxton Planning & Management, LLC holds 222,333 shares of SCHZ stock, worth $5.24 Million. This represents 1.74% of its overall portfolio holdings.

Number of Shares

222,333

Previous 196,187 13.33%

Holding current value

$5.24 Million

Previous $4.56 Million 14.45%

% of portfolio

1.74%

Previous 1.62%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	BUY	$22.9 - $23.58 $598,743 - $616,522	26,146 Added 13.33%	222,333 $5.22 Million
Q2 2025 Aug 06, 2025	BUY	$22.68 - $23.28 $250,455 - $257,081	11,043 Added 5.96%	196,187 $4.56 Million
Q1 2025 May 08, 2025	BUY	$22.46 - $23.26 $3.11 Million - $3.22 Million	138,637 Added 298.1%	185,144 $4.29 Million
Q4 2024 Sep 08, 2025	SELL	$22.63 - $47.53 $1.59 Million - $3.34 Million	-70,351 Reduced 35.86%	125,836 $2.86 Million
Q3 2024 Oct 08, 2024	BUY	$45.2 - $47.87 $67,574 - $71,565	1,495 Added 3.32%	46,507 $2.21 Million
Q2 2024 Jul 18, 2024	BUY	$44.66 - $45.99 $604,696 - $622,704	13,540 Added 43.02%	45,012 $2.05 Million
Q1 2024 Apr 12, 2024	SELL	$45.44 - $46.67 $156,586 - $160,824	-3,446 Reduced 9.87%	31,472 $1.45 Million
Q4 2023 Jan 30, 2024	BUY	$43.09 - $46.83 $1.5 Million - $1.64 Million	34,918 New	34,918 $1.63 Million

Others Institutions Holding SCHZ

# of Institutions

718

Shares Held

172M

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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Hoxton Planning & Management, LLC Schwab Us Aggregate Bond ETF Transaction History