Victrix Investment Advisors Schwab Us Aggregate Bond ETF Transaction History
Victrix Investment Advisors
- $226 Billion
- Q2 2025
A detailed history of Victrix Investment Advisors transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Victrix Investment Advisors holds 108,797 shares of SCHZ stock, worth $2.56 Million. This represents 1.12% of its overall portfolio holdings.
Number of Shares
108,797
Previous 104,042
4.57%
Holding current value
$2.56 Million
Previous $2.37 Billion
6.57%
% of portfolio
1.12%
Previous 1.25%
Shares
2 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