Vertex Planning Partners, LLC Schwab Us Aggregate Bond ETF Transaction History

Vertex Planning Partners, LLC

  • $479 Billion
  • Q2 2025

A detailed history of Vertex Planning Partners, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 228,497 shares of SCHZ stock, worth $5.38 Million. This represents 1.11% of its overall portfolio holdings.

Number of Shares
228,497
Previous 228,640 0.06%
Holding current value
$5.38 Million
Previous $5.3 Billion 0.28%
% of portfolio
1.11%
Previous 1.16%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
$22.68 - $23.28 $3,243 - $3,329
-143 Reduced 0.06%
228,497 $5.31 Billion
Q1 2025

May 14, 2025
BUY
$22.46 - $23.26 $67,919 - $70,338
3,024 Added 1.34%
228,640 $5.3 Billion
Q4 2024

Feb 12, 2025
BUY
$22.63 - $47.53 $2.62 Million - $5.5 Million
115,800 Added 105.45%
225,616 $5.12 Billion
Q3 2024

Nov 07, 2024
BUY
$45.2 - $47.87 $3.74 Million - $3.96 Million
82,772 Added 306.06%
109,816 $5.22 Billion
Q2 2024

Aug 13, 2024
SELL
$44.66 - $45.99 $26,840 - $27,639
-601 Reduced 2.17%
27,044 $1.23 Billion
Q1 2024

May 13, 2024
BUY
$45.44 - $46.67 $266,596 - $273,812
5,867 Added 26.94%
27,645 $1.27 Billion
Q4 2023

Feb 14, 2024
SELL
$43.09 - $46.83 $81,095 - $88,134
-1,882 Reduced 7.95%
21,778 $1.02 Billion
Q3 2023

Nov 14, 2023
BUY
$44.14 - $46.33 $67,225 - $70,560
1,523 Added 6.88%
23,660 $1.05 Billion
Q2 2023

Aug 14, 2023
BUY
$45.86 - $47.33 $53,426 - $55,139
1,165 Added 5.56%
22,137 $1.02 Billion
Q1 2023

May 16, 2023
BUY
$45.33 - $47.44 $347,318 - $363,485
7,662 Added 57.57%
20,972 $984 Million
Q4 2022

Feb 06, 2023
BUY
$44.04 - $47.03 $586,172 - $625,969
13,310 New
13,310 $608 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
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