Rockbridge Investment Management, Lcc Schwab Us Aggregate Bond ETF Transaction History
Rockbridge Investment Management, Lcc
- $705 Billion
- Q2 2024
A detailed history of Rockbridge Investment Management, Lcc transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Rockbridge Investment Management, Lcc holds 2,585,131 shares of SCHZ stock, worth $122 Million. This represents 16.7% of its overall portfolio holdings.
Number of Shares
2,585,131
Previous 2,433,774
6.22%
Holding current value
$122 Million
Previous $112 Billion
5.25%
% of portfolio
16.7%
Previous 16.4%
Shares
17 transactions
Others Institutions Holding SCHZ
# of Institutions
625Shares Held
107MCall Options Held
100Put Options Held
1.8K-
Charles Schwab Investment Management Inc San Francisco, CA33.8MShares$1.6 Billion0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY5.64MShares$266 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.4MShares$160 Million5.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.68MShares$127 Million0.03% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA2.54MShares$120 Million0.26% of portfolio