Plan A Wealth LLC Schwab Us Aggregate Bond ETF Transaction History

Plan A Wealth LLC

  • $197 Billion
  • Q3 2025

A detailed history of Plan A Wealth LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Plan A Wealth LLC holds 32,476 shares of SCHZ stock, worth $765,134. This represents 0.39% of its overall portfolio holdings.

Number of Shares
32,476
Previous 29,290 10.88%
Holding current value
$765,134
Previous $681 Million 11.97%
% of portfolio
0.39%
Previous 0.39%

Shares

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

Nov 06, 2025
BUY
$22.9 - $23.58 $72,959 - $75,125
3,186 Added 10.88%
32,476 $762 Million
Q2 2025

Nov 06, 2025
BUY
$22.68 - $23.28 $194,526 - $199,672
8,577 Added 41.41%
29,290 $681 Million
Q1 2025

Nov 06, 2025
BUY
$22.46 - $23.26 $57,856 - $59,917
2,576 Added 14.2%
20,713 $480 Million
Q4 2024

Nov 06, 2025
BUY
$22.63 - $47.53 $410,440 - $862,051
18,137 New
18,137 $412 Million

Others Institutions Holding SCHZ

# of Institutions
721
Shares Held
172M
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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