Investment Planning Advisors, Inc. Schwab Us Aggregate Bond ETF Transaction History

Investment Planning Advisors, Inc.

  • $273 Million
  • Q3 2025

A detailed history of Investment Planning Advisors, Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 21,146 shares of SCHZ stock, worth $494,816. This represents 0.18% of its overall portfolio holdings.

Number of Shares
21,146
Previous 22,377 5.5%
Holding current value
$494,816
Previous $518,000 4.25%
% of portfolio
0.18%
Previous 0.26%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025
SELL
$22.9 - $23.58 $28,189 - $29,026
-1,231 Reduced 5.5%
21,146 $496,000
Q2 2025

Jul 21, 2025
SELL
$22.68 - $23.28 $18,915 - $19,415
-834 Reduced 3.59%
22,377 $518,000
Q1 2025

Apr 22, 2025
BUY
$22.46 - $23.26 $58,643 - $60,731
2,611 Added 12.67%
23,211 $537,000
Q4 2024

Jan 22, 2025
BUY
$22.63 - $47.53 $235,057 - $493,694
10,387 Added 101.7%
20,600 $467,000
Q2 2024

Jul 22, 2024
BUY
$44.66 - $45.99 $456,112 - $469,695
10,213 New
10,213 $466 Million

Others Institutions Holding SCHZ

# of Institutions
707
Shares Held
174M
Call Options Held
0
Put Options Held
0
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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