Pflug Koory, LLC Schwab Us Aggregate Bond ETF Transaction History

Pflug Koory, LLC

$1.48 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Oct 19, 2021	SELL	$54.26 - $55.17 $22,517 - $22,895	-415 Closed	0 $0
Q1 2021 Jul 13, 2021	BUY	$53.75 - $55.97 $22,306 - $23,227	415 New	415 $22,000

Others Institutions Holding SCHZ

# of Institutions

687

Shares Held

167M

Call Options Held

200

Put Options Held

1.5K

Jpmorgan Chase & CO New York, NY

11.7M
Shares

$271 Million
0.02% of portfolio
Ameriprise Financial Inc Minneapolis, MN

8.63M
Shares

$200 Million
0.05% of portfolio
Avantax Planning Partners, Inc.

6.51M
Shares

$151 Million
5.36% of portfolio
Rockbridge Investment Management, Lcc Syracuse, NY

6.27M
Shares

$145 Million
18.24% of portfolio
Charles Schwab Trust CO

5.41M
Shares

$125 Million
10.66% of portfolio

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
Sector ETFs
Industry ETFs

More about SCHZ

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