Ameriprise Financial Inc Schwab Us Aggregate Bond ETF Transaction History
Ameriprise Financial Inc
- $356 Billion
- Q1 2025
A detailed history of Ameriprise Financial Inc transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Ameriprise Financial Inc holds 7,351,634 shares of SCHZ stock, worth $167 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
7,351,634
Previous 8,631,799
14.83%
Holding current value
$167 Million
Previous $196 Million
13.1%
% of portfolio
0.05%
Previous 0.05%
Shares
31 transactions
Others Institutions Holding SCHZ
# of Institutions
702Shares Held
173MCall Options Held
1.7KPut Options Held
0-
Jpmorgan Chase & CO New York, NY12.3MShares$278 Million0.02% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY6.91MShares$157 Million18.93% of portfolio
-
Avantax Planning Partners, Inc.6.79MShares$154 Million5.6% of portfolio
-
Charles Schwab Trust CO5.41MShares$123 Million10.66% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA4.94MShares$112 Million0.25% of portfolio