5 T Wealth, LLC Schwab Us Aggregate Bond ETF Transaction History

5 T Wealth, LLC

$183 Billion
Q4 2024

A detailed history of 5 T Wealth, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, 5 T Wealth, LLC holds 160,453 shares of SCHZ stock, worth $3.71 Million. This represents 1.99% of its overall portfolio holdings.

Number of Shares

160,453

Holding current value

$3.71 Million

% of portfolio

1.99%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 31, 2025	BUY	$22.63 - $47.53 $3.63 Million - $7.63 Million	160,453 New	160,453 $3.64 Billion

Others Institutions Holding SCHZ

# of Institutions

684

Shares Held

165M

Call Options Held

200

Put Options Held

1.5K

Jpmorgan Chase & CO New York, NY

11.7M
Shares

$271 Million
0.02% of portfolio
Ameriprise Financial Inc Minneapolis, MN

8.63M
Shares

$200 Million
0.05% of portfolio
Avantax Planning Partners, Inc.

6.51M
Shares

$151 Million
5.36% of portfolio
Rockbridge Investment Management, Lcc Syracuse, NY

6.27M
Shares

$145 Million
18.24% of portfolio
Charles Schwab Trust CO

5.9M
Shares

$136 Million
11.76% of portfolio

View Full List

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
Sector ETFs
Industry ETFs

More about SCHZ

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