Retirement Planning Group Schwab Us Aggregate Bond ETF Transaction History

Retirement Planning Group

  • $2.04 Billion
  • Q3 2025

A detailed history of Retirement Planning Group transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Retirement Planning Group holds 91,791 shares of SCHZ stock, worth $2.16 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
91,791
Previous 96,765 5.14%
Holding current value
$2.16 Million
Previous $2.25 Million 4.18%
% of portfolio
0.11%
Previous 0.14%

Shares

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

Oct 27, 2025
SELL
$22.9 - $23.58 $113,904 - $117,286
-4,974 Reduced 5.14%
91,791 $2.15 Million
Q2 2025

Jul 30, 2025
SELL
$22.68 - $23.28 $94,666 - $97,170
-4,174 Reduced 4.14%
96,765 $2.25 Million
Q1 2025

Apr 10, 2025
SELL
$22.46 - $23.26 $129,594 - $134,210
-5,770 Reduced 5.41%
100,939 $2.33 Million
Q4 2024

Feb 18, 2025
BUY
$22.63 - $47.53 $1.14 Million - $2.39 Million
50,184 Added 88.78%
106,709 $2.42 Million
Q3 2024

Oct 10, 2024
SELL
$45.2 - $47.87 $1.11 Million - $1.17 Million
-24,461 Reduced 30.2%
56,525 $2.69 Million
Q2 2024

Jul 12, 2024
SELL
$44.66 - $45.99 $1.2 Million - $1.23 Million
-26,775 Reduced 24.85%
80,986 $3.69 Million
Q1 2024

Apr 12, 2024
BUY
$45.44 - $46.67 $99,150 - $101,833
2,182 Added 2.07%
107,761 $4.96 Million
Q4 2023

Jan 12, 2024
SELL
$43.09 - $46.83 $3.03 Million - $3.29 Million
-70,263 Reduced 39.96%
105,579 $4.92 Million
Q3 2023

Oct 24, 2023
BUY
$44.14 - $46.33 $3.76 Million - $3.95 Million
85,200 Added 94.0%
175,842 $7.78 Million
Q2 2023

Jul 24, 2023
SELL
$45.86 - $47.33 $8,759 - $9,040
-191 Reduced 0.21%
90,642 $4.18 Million
Q1 2023

Apr 19, 2023
SELL
$45.33 - $47.44 $1.27 Million - $1.33 Million
-28,106 Reduced 23.63%
90,833 $4.26 Million
Q4 2022

Jan 18, 2023
SELL
$44.04 - $47.03 $3.64 Million - $3.88 Million
-82,542 Reduced 40.97%
118,939 $0
Q3 2022

Oct 13, 2022
BUY
$44.98 - $49.09 $6.06 Million - $6.62 Million
134,777 Added 202.05%
201,481 $9.13 Million
Q2 2022

Jul 13, 2022
SELL
$46.62 - $50.36 $500,792 - $540,967
-10,742 Reduced 13.87%
66,704 $3.19 Million
Q1 2022

Apr 19, 2022
SELL
$50.05 - $53.52 $9.58 Million - $10.2 Million
-191,442 Reduced 71.2%
77,446 $3.92 Million
Q4 2021

Jan 20, 2022
BUY
$53.63 - $54.52 $814,907 - $828,431
15,195 Added 5.99%
268,888 $14.5 Million
Q3 2021

Oct 18, 2021
SELL
$54.26 - $55.17 $432,018 - $439,263
-7,962 Reduced 3.04%
253,693 $13.8 Million
Q2 2021

Jul 19, 2021
BUY
$53.9 - $54.6 $677,037 - $685,830
12,561 Added 5.04%
261,655 $14.3 Million
Q1 2021

Apr 26, 2021
BUY
$53.75 - $55.97 $1.02 Million - $1.07 Million
19,054 Added 8.28%
249,094 $13.4 Million
Q4 2020

Jan 27, 2021
BUY
$55.56 - $56.23 $1.4 Million - $1.41 Million
25,131 Added 12.26%
230,040 $12.9 Million
Q3 2020

Oct 15, 2020
BUY
$56.07 - $56.92 $730,648 - $741,724
13,031 Added 6.79%
204,909 $11.5 Million
Q2 2020

Aug 06, 2020
BUY
$54.35 - $56.24 $587,469 - $607,898
10,809 Added 5.97%
191,878 $10.8 Million
Q1 2020

May 05, 2020
SELL
$50.33 - $56.09 $5.47 Million - $6.09 Million
-108,623 Reduced 37.5%
181,069 $9.83 Million
Q4 2019

Jan 29, 2020
BUY
$53.21 - $54.14 $719,718 - $732,297
13,526 Added 4.9%
289,692 $15.5 Million
Q3 2019

Oct 25, 2019
SELL
$53.15 - $53.86 $732,832 - $742,621
-13,788 Reduced 4.76%
276,166 $14.9 Million
Q2 2019

Jul 25, 2019
BUY
N/A
17,074 Added 6.26%
289,954 $15.4 Million
Q1 2019

May 06, 2019
BUY
N/A
14,188 Added 5.48%
272,880 $14.2 Million
Q4 2018

Feb 06, 2019
SELL
N/A
-87,903 Reduced 25.36%
258,692 $13.1 Million
Q3 2018

Nov 07, 2018
BUY
N/A
14,246 Added 4.29%
346,595 $17.4 Million
Q2 2018

Aug 07, 2018
BUY
N/A
16,373 Added 5.18%
332,349 $16.8 Million
Q1 2018

May 07, 2018
SELL
N/A
-7,779 Reduced 2.4%
315,976 $16.1 Million
Q4 2017

Jan 31, 2018
BUY
N/A
12,851 Added 4.13%
323,755 $16.8 Million
Q3 2017

Oct 16, 2017
BUY
N/A
310,904
310,904 $16.3 Million

Others Institutions Holding SCHZ

# of Institutions
718
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
Track This Portfolio

Track Retirement Planning Group Portfolio

Follow Retirement Planning Group and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Retirement Planning Group, based on Form 13F filings with the SEC.

News

Stay updated on Retirement Planning Group with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email