Planned Solutions, Inc. Schwab Us Aggregate Bond ETF Transaction History

Planned Solutions, Inc.

$245 Million
Q3 2024

A detailed history of Planned Solutions, Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Planned Solutions, Inc. holds 26 shares of SCHZ stock, worth $590. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$590

% of portfolio

0.0%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	BUY	$45.2 - $47.87 $1,175 - $1,244	26 New	26 $1,000
Q4 2023 Jan 17, 2024	BUY	$43.09 - $46.83 $1,120 - $1,217	26 New	26 $1,000
Q1 2021 Apr 29, 2021	SELL	$53.75 - $55.97 $2,203 - $2,294	-41 Closed	0 $0
Q3 2020 Nov 06, 2020	BUY	$56.07 - $56.92 $2,298 - $2,333	41 New	41 $2,000

Others Institutions Holding SCHZ

# of Institutions

628

Shares Held

83M

Call Options Held

100

Put Options Held

Jpmorgan Chase & CO New York, NY

6.33M
Shares

$144 Million
0.02% of portfolio
Ameriprise Financial Inc Minneapolis, MN

4.15M
Shares

$94.3 Million
0.05% of portfolio
Avantax Planning Partners, Inc.

3.14M
Shares

$71.3 Million
5.37% of portfolio
Charles Schwab Trust CO

2.9M
Shares

$65.9 Million
12.11% of portfolio
Rockbridge Investment Management, Lcc Syracuse, NY

2.85M
Shares

$64.7 Million
17.53% of portfolio

View Full List

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
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