Accelerate Investment Advisors LLC Schwab Us Aggregate Bond ETF Transaction History
Accelerate Investment Advisors LLC
- $134 Billion
- Q2 2025
A detailed history of Accelerate Investment Advisors LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Accelerate Investment Advisors LLC holds 12,312 shares of SCHZ stock, worth $284,284. This represents 0.21% of its overall portfolio holdings.
Number of Shares
12,312
Previous 13,328
7.62%
Holding current value
$284,284
Previous $309 Million
7.3%
% of portfolio
0.21%
Previous 0.26%
Shares
2 transactions
Others Institutions Holding SCHZ
# of Institutions
707Shares Held
169MCall Options Held
1.7KPut Options Held
0-
Jpmorgan Chase & CO New York, NY12.3MShares$283 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.35MShares$170 Million0.05% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY6.91MShares$159 Million18.93% of portfolio
-
Avantax Planning Partners, Inc.6.79MShares$157 Million5.6% of portfolio
-
Charles Schwab Trust CO5.59MShares$129 Million9.94% of portfolio