Rockbridge Investment Management, Lcc Schwab Us Aggregate Bond ETF Transaction History
Rockbridge Investment Management, Lcc
- $933 Billion
- Q2 2025
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 7,382,880 shares of SCHZ stock, worth $171 Million. This represents 18.39% of its overall portfolio holdings.
Number of Shares
7,382,880
Previous 6,905,121
6.92%
Holding current value
$171 Million
Previous $160 Billion
7.29%
% of portfolio
18.39%
Previous 18.93%
Shares
21 transactions
Others Institutions Holding SCHZ
# of Institutions
707Shares Held
169MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY12.3MShares$284 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.45MShares$173 Million0.04% of portfolio
-
Avantax Planning Partners, Inc.6.99MShares$162 Million5.22% of portfolio
-
Charles Schwab Trust CO5.59MShares$129 Million9.94% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA4.9MShares$114 Million0.23% of portfolio