Ifg Advisory, LLC Schwab Us Aggregate Bond ETF Transaction History

Ifg Advisory, LLC

$1.75 Billion
Q1 2025

A detailed history of Ifg Advisory, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Ifg Advisory, LLC holds 50,638 shares of SCHZ stock, worth $1.15 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

50,638

Previous 38,298 32.22%

Holding current value

$1.15 Million

Previous $869,000 34.87%

% of portfolio

0.07%

Previous 0.05%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	BUY	$22.46 - $23.26 $277,156 - $287,028	12,340 Added 32.22%	50,638 $1.17 Million
Q4 2024 Feb 14, 2025	BUY	$22.63 - $47.53 $413,336 - $868,135	18,265 Added 91.17%	38,298 $869,000
Q3 2024 Oct 30, 2024	BUY	$45.2 - $47.87 $39,866 - $42,221	882 Added 4.61%	20,033 $951,000
Q2 2024 Jul 30, 2024	BUY	$44.66 - $45.99 $69,178 - $71,238	1,549 Added 8.8%	19,151 $872,000
Q1 2024 May 06, 2024	BUY	$45.44 - $46.67 $157,767 - $162,038	3,472 Added 24.57%	17,602 $809,000
Q4 2023 Jan 17, 2024	SELL	$43.09 - $46.83 $85,576 - $93,004	-1,986 Reduced 12.32%	14,130 $658,000
Q3 2023 Nov 13, 2023	BUY	$44.14 - $46.33 $168,747 - $177,119	3,823 Added 31.1%	16,116 $712,000
Q2 2023 Jul 21, 2023	BUY	$45.86 - $47.33 $107,495 - $110,941	2,344 Added 23.56%	12,293 $567,000
Q1 2023 Apr 26, 2023	BUY	$45.33 - $47.44 $450,988 - $471,980	9,949 New	9,949 $466,000
Q2 2021 Jul 21, 2021	SELL	$53.9 - $54.6 $527,142 - $533,988	-9,780 Closed	0 $0
Q1 2021 Apr 19, 2021	SELL	$53.75 - $55.97 $5,375 - $5,597	-100 Reduced 1.01%	9,780 $527,000
Q4 2020 Feb 08, 2021	BUY	$55.56 - $56.23 $548,932 - $555,552	9,880 New	9,880 $553,000

Others Institutions Holding SCHZ

# of Institutions

702

Shares Held

173M

Call Options Held

1.7K

Put Options Held

View Full List

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
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