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

Index Fund Advisors, Inc.

  • $1.8 Billion
  • Q4 2024

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 9,988 shares of SCHZ stock, worth $231,022. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,988
Previous 4,929 102.64%
Holding current value
$231,022
Previous $234,000 3.42%
% of portfolio
0.01%
Previous 0.01%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
687
Shares Held
167M
Call Options Held
200
Put Options Held
1.5K
View Full List

About SCHWAB US AGGREGATE BOND ETF

SCHZ Quotes by TradingView
  • Ticker SCHZ
  • Sector ETFs
  • Industry ETFs
More about SCHZ
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