Wealth Plan Partners, LLC Schwab Us Aggregate Bond ETF Transaction History

Wealth Plan Partners, LLC

$745 Billion
Q3 2024

A detailed history of Wealth Plan Partners, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 85,540 shares of SCHZ stock, worth $1.96 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares

85,540

Previous 88,866 3.74%

Holding current value

$1.96 Million

Previous $4.05 Billion 0.35%

% of portfolio

0.55%

Previous 0.43%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 05, 2024	SELL	$45.2 - $47.87 $150,335 - $159,215	-3,326 Reduced 3.74%	85,540 $4.06 Billion
Q2 2024 Aug 09, 2024	BUY	$44.66 - $45.99 $207,758 - $213,945	4,652 Added 5.52%	88,866 $4.05 Billion
Q1 2024 May 07, 2024	BUY	$45.44 - $46.67 $150,270 - $154,337	3,307 Added 4.09%	84,214 $3.87 Billion
Q4 2023 Jan 05, 2024	BUY	$43.09 - $46.83 $378,588 - $411,448	8,786 Added 12.18%	80,907 $3.77 Billion
Q3 2023 Nov 01, 2023	BUY	$44.14 - $46.33 $365,346 - $383,473	8,277 Added 12.96%	72,121 $3.19 Billion
Q2 2023 Jul 31, 2023	SELL	$45.86 - $47.33 $207,562 - $214,215	-4,526 Reduced 6.62%	63,844 $2.95 Billion
Q1 2023 May 10, 2023	BUY	$45.33 - $47.44 $446,545 - $467,331	9,851 Added 16.83%	68,370 $3.21 Billion
Q4 2022 Feb 16, 2023	BUY	$44.04 - $47.03 $1.31 Million - $1.4 Million	29,701 Added 103.06%	58,519 $2.71 Billion
Q1 2022 May 03, 2022	BUY	$50.05 - $53.52 $404,404 - $432,441	8,080 Added 38.96%	28,818 $1.4 Million
Q4 2021 Feb 01, 2022	BUY	$53.63 - $54.52 $1.11 Million - $1.13 Million	20,738 New	20,738 $1.09 Million

Others Institutions Holding SCHZ

# of Institutions

627

Shares Held

81.7M

Call Options Held

100

Put Options Held

View Full List

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
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Wealth Plan Partners, LLC Schwab Us Aggregate Bond ETF Transaction History