Strategic Wealth Partners, Ltd. Schwab Us Aggregate Bond ETF Transaction History
Strategic Wealth Partners, Ltd.
- $1.19 Billion
- Q3 2025
A detailed history of Strategic Wealth Partners, Ltd. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Strategic Wealth Partners, Ltd. holds 149,021 shares of SCHZ stock, worth $3.49 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
149,021Holding current value
$3.49 Million% of portfolio
0.29%Shares
1 transactions
Others Institutions Holding SCHZ
# of Institutions
704Shares Held
174MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY12.1MShares$284 Million0.02% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY7.96MShares$186 Million18.44% of portfolio
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Avantax Planning Partners, Inc.7.18MShares$168 Million4.89% of portfolio
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Ameriprise Financial Inc Minneapolis, MN6.23MShares$146 Million0.04% of portfolio
-
Charles Schwab Trust CO5.95MShares$139 Million9.71% of portfolio