Rothschild Investment LLC Schwab Us Aggregate Bond ETF Transaction History
Rothschild Investment LLC
- $1.49 Trillion
- Q1 2025
A detailed history of Rothschild Investment LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Rothschild Investment LLC holds 3,717 shares of SCHZ stock, worth $85,974. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,717
Previous 3,717
-0.0%
Holding current value
$85,974
Previous $84.4 Million
2.03%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding SCHZ
# of Institutions
687Shares Held
167MCall Options Held
200Put Options Held
1.5K-
Jpmorgan Chase & CO New York, NY11.7MShares$271 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.63MShares$200 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.6.51MShares$151 Million5.36% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY6.27MShares$145 Million18.24% of portfolio
-
Charles Schwab Trust CO5.41MShares$125 Million10.66% of portfolio