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

Index Fund Advisors, Inc.

$1.77 Billion
Q1 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 5,017 shares of SCHZ stock, worth $229,728. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,017

Previous 8,365 40.02%

Holding current value

$229,728

Previous $389,000 40.87%

% of portfolio

0.01%

Previous 0.02%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$44.31 - $47.03 $3,411 - $3,621	77 Added 0.93%	8,327 $380,000
Q3 2022 Oct 27, 2022	BUY	N/A	2,929 Added 55.05%	8,250 $374,000
Q2 2022 Jul 27, 2022	SELL	N/A	-2,844 Reduced 34.83%	5,321 $255,000
Q1 2022 Apr 25, 2022	BUY	N/A	19 Added 0.23%	8,165 $413,000
Q4 2021 Jan 26, 2022	BUY	N/A	8,146 New	8,146 $439,000

Others Institutions Holding SCHZ

# of Institutions

603

Shares Held

105M

Call Options Held

600

Put Options Held

3.6K

View Full List

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
Sector ETFs
Industry ETFs

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