Cherry Tree Wealth Management, LLC Schwab Us Aggregate Bond ETF Call Options Transaction History

Cherry Tree Wealth Management, LLC

$422 Billion
Q3 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

629

Shares Held

79M

Call Options Held

100

Put Options Held

1.8K

Jpmorgan Chase & CO New York, NY

6.33M
Shares

$146 Million
0.02% of portfolio
Avantax Planning Partners, Inc.

3.4M
Shares

$78.4 Million
5.0% of portfolio
Charles Schwab Trust CO

2.9M
Shares

$66.9 Million
12.11% of portfolio
Rockbridge Investment Management, Lcc Syracuse, NY

2.85M
Shares

$65.7 Million
17.53% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.68M
Shares

$61.9 Million
0.03% of portfolio

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
Sector ETFs
Industry ETFs

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