Hobbs Wealth Management, LLC Schwab Us Aggregate Bond ETF Transaction History
Hobbs Wealth Management, LLC
- $105 Billion
- Q2 2025
A detailed history of Hobbs Wealth Management, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Hobbs Wealth Management, LLC holds 42,607 shares of SCHZ stock, worth $1 Million. This represents 0.94% of its overall portfolio holdings.
Number of Shares
42,607
Previous 42,816
0.49%
Holding current value
$1 Million
Previous $992 Million
0.14%
% of portfolio
0.94%
Previous 1.1%
Shares
3 transactions
Others Institutions Holding SCHZ
# of Institutions
716Shares Held
170MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY12.3MShares$288 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$164 Million5.22% of portfolio
-
Charles Schwab Trust CO5.95MShares$140 Million9.71% of portfolio