Wealth Collab, LLC Schwab Us Aggregate Bond ETF Transaction History
Wealth Collab, LLC
- $179 Billion
- Q2 2025
A detailed history of Wealth Collab, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Wealth Collab, LLC holds 18,047 shares of SCHZ stock, worth $425,006. This represents 0.23% of its overall portfolio holdings.
Number of Shares
18,047
Previous 18,047
-0.0%
Holding current value
$425,006
Previous $418 Million
0.35%
% of portfolio
0.23%
Previous 0.26%
Shares
3 transactions
Others Institutions Holding SCHZ
# of Institutions
715Shares Held
169MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY12.3MShares$289 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.45MShares$175 Million0.04% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY7.38MShares$174 Million18.39% of portfolio
-
Avantax Planning Partners, Inc.6.99MShares$165 Million5.22% of portfolio
-
Charles Schwab Trust CO5.59MShares$132 Million9.94% of portfolio