Net Worth Advisory Group Schwab Us Aggregate Bond ETF Transaction History
Net Worth Advisory Group
- $495 Billion
- Q4 2025
A detailed history of Net Worth Advisory Group transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Net Worth Advisory Group holds 27,631 shares of SCHZ stock, worth $646,565. This represents 0.13% of its overall portfolio holdings.
Number of Shares
27,631Holding current value
$646,565% of portfolio
0.13%Shares
2 transactions
Others Institutions Holding SCHZ
# of Institutions
711Shares Held
175MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY12.1MShares$284 Million0.02% of portfolio
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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
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Charles Schwab Trust CO6.22MShares$145 Million9.9% of portfolio