Rockbridge Investment Management, Lcc Schwab Us Aggregate Bond ETF Put Options Transaction History
Rockbridge Investment Management, Lcc
- $933 Billion
- Q2 2025
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding SCHZ
# of Institutions
704Shares Held
172MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY12.3MShares$284 Million0.02% of portfolio
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Ameriprise Financial Inc Minneapolis, MN7.45MShares$173 Million0.04% of portfolio
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Avantax Planning Partners, Inc.6.99MShares$162 Million5.22% of portfolio
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Charles Schwab Trust CO5.59MShares$129 Million9.94% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA4.9MShares$114 Million0.23% of portfolio