Index Fund Advisors, Inc. Schwab Us Aggregate Bond ETF Transaction History

Index Fund Advisors, Inc.

$1.56 Billion
Q1 2025

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 8,743 shares of SCHZ stock, worth $200,739. This represents 0.01% of its overall portfolio holdings.

Number of Shares

8,743

Previous 9,988 12.46%

Holding current value

$200,739

Previous $226,000 10.62%

% of portfolio

0.01%

Previous 0.01%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	SELL	$22.46 - $23.26 $27,962 - $28,958	-1,245 Reduced 12.46%	8,743 $202,000
Q4 2024 Jan 29, 2025	BUY	$22.63 - $47.53 $114,485 - $240,454	5,059 Added 102.64%	9,988 $226,000
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

# of Institutions

704

Shares Held

174M

Call Options Held

1.7K

Put Options Held

View Full List

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
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Index Fund Advisors, Inc. Schwab Us Aggregate Bond ETF Transaction History