Spectrum Planning & Advisory Services Inc. Schwab Us Aggregate Bond ETF Transaction History

Spectrum Planning & Advisory Services Inc.

$148 Million
Q3 2025

A detailed history of Spectrum Planning & Advisory Services Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Spectrum Planning & Advisory Services Inc. holds 166,908 shares of SCHZ stock, worth $3.91 Million. This represents 2.64% of its overall portfolio holdings.

Number of Shares

166,908

Previous 230,955 27.73%

Holding current value

$3.91 Million

Previous $5.35 Million 26.73%

% of portfolio

2.64%

Previous 4.02%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	SELL	$22.9 - $23.58 $1.47 Million - $1.51 Million	-64,047 Reduced 27.73%	166,908 $3.92 Million
Q2 2025 Jul 15, 2025	SELL	$22.68 - $23.28 $1.93 Million - $1.98 Million	-84,895 Reduced 26.88%	230,955 $5.35 Million
Q1 2025 Apr 22, 2025	BUY	$22.46 - $23.26 $1.18 Million - $1.22 Million	52,470 Added 19.92%	315,850 $7.32 Million
Q4 2024 Jan 22, 2025	BUY	$22.63 - $47.53 $2.79 Million - $5.85 Million	123,118 Added 87.78%	263,380 $5.98 Million
Q3 2024 Nov 08, 2024	SELL	$45.2 - $47.87 $4,384 - $4,643	-97 Reduced 0.07%	140,262 $6.67 Million

Q2 2024 Jul 18, 2024	BUY	$44.66 - $45.99 $4.77 Million - $4.92 Million	106,887 Added 319.33%	140,359 $6.4 Million
Q4 2023 Jan 18, 2024	BUY	$43.09 - $46.83 $94,496 - $102,698	2,193 Added 7.01%	33,472 $1.56 Million
Q3 2023 Oct 24, 2023	SELL	$44.14 - $46.33 $125,666 - $131,901	-2,847 Reduced 8.34%	31,279 $1.38 Million
Q2 2023 Jul 24, 2023	BUY	$45.86 - $47.33 $122,079 - $125,992	2,662 Added 8.46%	34,126 $1.58 Million
Q1 2023 Apr 18, 2023	SELL	$45.33 - $47.44 $1.29 Million - $1.34 Million	-28,348 Reduced 47.4%	31,464 $1.48 Million
Q4 2022 Jan 19, 2023	SELL	$44.04 - $47.03 $1.64 Million - $1.75 Million	-37,314 Reduced 38.42%	59,812 $0
Q3 2022 Oct 17, 2022	SELL	$44.98 - $49.09 $202,949 - $221,494	-4,512 Reduced 4.44%	97,126 $4.4 Million
Q2 2022 Jul 15, 2022	SELL	$46.62 - $50.36 $292,307 - $315,757	-6,270 Reduced 5.81%	101,638 $4.87 Million
Q1 2022 Apr 18, 2022	BUY	$50.05 - $53.52 $5.4 Million - $5.78 Million	107,908 New	107,908 $5.46 Million

Others Institutions Holding SCHZ

# of Institutions

707

Shares Held

174M

Call Options Held

Put Options Held

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About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
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Spectrum Planning & Advisory Services Inc. Schwab Us Aggregate Bond ETF Transaction History