A detailed history of Index Fund Advisors, Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Index Fund Advisors, Inc. holds 4,929 shares of SCHZ stock, worth $112,036. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,929
Previous 4,939 0.2%
Holding current value
$112,036
Previous $225,000 4.0%
% of portfolio
0.01%
Previous 0.01%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 22, 2024

SELL
$45.2 - $47.87 $452 - $478
-10 Reduced 0.2%
4,929 $234,000
Q2 2024

Aug 02, 2024

SELL
$44.66 - $45.99 $3,483 - $3,587
-78 Reduced 1.55%
4,939 $225,000
Q1 2024

May 13, 2024

SELL
$45.44 - $46.67 $152,133 - $156,251
-3,348 Reduced 40.02%
5,017 $230,000
Q4 2023

Feb 14, 2024

BUY
$43.09 - $46.83 $4,395 - $4,776
102 Added 1.23%
8,365 $389,000
Q3 2023

Oct 20, 2023

BUY
$44.14 - $46.33 $3,045 - $3,196
69 Added 0.84%
8,263 $365,000
Q2 2023

Aug 10, 2023

SELL
$45.86 - $47.33 $2,843 - $2,934
-62 Reduced 0.75%
8,194 $378,000
Q1 2023

Apr 21, 2023

SELL
$45.33 - $47.44 $3,218 - $3,368
-71 Reduced 0.85%
8,256 $387,000
Q4 2022

Jan 23, 2023

BUY
$44.04 - $47.03 $3,391 - $3,621
77 Added 0.93%
8,327 $380,000
Q3 2022

Oct 27, 2022

BUY
$44.98 - $49.09 $131,746 - $143,784
2,929 Added 55.05%
8,250 $374,000
Q2 2022

Jul 27, 2022

SELL
$46.62 - $50.36 $132,587 - $143,223
-2,844 Reduced 34.83%
5,321 $255,000
Q1 2022

Apr 25, 2022

BUY
$50.05 - $53.52 $950 - $1,016
19 Added 0.23%
8,165 $413,000
Q4 2021

Jan 26, 2022

BUY
$53.63 - $54.52 $436,869 - $444,119
8,146 New
8,146 $439,000

Others Institutions Holding SCHZ

About SCHWAB US AGGREGATE BOND ETF


  • Ticker SCHZ
  • Sector ETFs
  • Industry ETFs
More about SCHZ
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