Swmg, LLC Schwab Us Aggregate Bond ETF Call Options Transaction History

Swmg, LLC

$224 Million
Q2 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SCHZ

# of Institutions

625

Shares Held

107M

Call Options Held

100

Put Options Held

1.8K

Charles Schwab Investment Management Inc San Francisco, CA

33.8M
Shares

$1.58 Billion
0.3% of portfolio
Jpmorgan Chase & CO New York, NY

5.64M
Shares

$264 Million
0.02% of portfolio
Avantax Planning Partners, Inc.

3.4M
Shares

$159 Million
5.0% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.68M
Shares

$126 Million
0.03% of portfolio
Rockbridge Investment Management, Lcc Syracuse, NY

2.59M
Shares

$121 Million
16.7% of portfolio

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
Sector ETFs
Industry ETFs

More about SCHZ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Swmg, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Swmg, LLC with notifications on news.