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

Vertex Planning Partners, LLC

$458 Billion
Q1 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 228,640 shares of SCHZ stock, worth $5.3 Million. This represents 1.16% of its overall portfolio holdings.

Number of Shares

228,640

Previous 225,616 1.34%

Holding current value

$5.3 Million

Previous $5.12 Billion 3.39%

% of portfolio

1.16%

Previous 1.13%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

711

Shares Held

171M

Call Options Held

1.7K

Put Options Held

View Full List

About SCHWAB US AGGREGATE BOND ETF

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