Wj Financial Advisors LLC Schwab Us Aggregate Bond ETF Transaction History
Wj Financial Advisors LLC
- $103 Billion
- Q3 2025
A detailed history of Wj Financial Advisors LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Wj Financial Advisors LLC holds 34,127 shares of SCHZ stock, worth $804,032. This represents 0.78% of its overall portfolio holdings.
Number of Shares
34,127Holding current value
$804,032% of portfolio
0.78%Shares
1 transactions
Others Institutions Holding SCHZ
# of Institutions
716Shares Held
171MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY12.1MShares$286 Million0.02% of portfolio
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Ameriprise Financial Inc Minneapolis, MN7.45MShares$176 Million0.04% of portfolio
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Rockbridge Investment Management, Lcc Syracuse, NY7.38MShares$174 Million18.39% of portfolio
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Avantax Planning Partners, Inc.7.18MShares$169 Million4.89% of portfolio
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Charles Schwab Trust CO5.95MShares$140 Million9.71% of portfolio