Aventus Investment Advisors, Inc. Schwab Us Aggregate Bond ETF Transaction History
Aventus Investment Advisors, Inc.
- $117 Billion
- Q3 2025
A detailed history of Aventus Investment Advisors, Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Aventus Investment Advisors, Inc. holds 47,658 shares of SCHZ stock, worth $1.12 Million. This represents 0.95% of its overall portfolio holdings.
Number of Shares
47,658
Previous 51,167
6.86%
Holding current value
$1.12 Million
Previous $1.19 Billion
5.94%
% of portfolio
0.95%
Previous 1.07%
Shares
2 transactions
Others Institutions Holding SCHZ
# of Institutions
712Shares Held
171MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY12.3MShares$289 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.45MShares$176 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 CO5.95MShares$140 Million9.71% of portfolio