Bond & Devick Financial Network, Inc. Schwab Us Aggregate Bond ETF Transaction History
Bond & Devick Financial Network, Inc.
- $287 Million
- Q2 2025
A detailed history of Bond & Devick Financial Network, Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Bond & Devick Financial Network, Inc. holds 666,535 shares of SCHZ stock, worth $15.4 Million. This represents 5.37% of its overall portfolio holdings.
Number of Shares
666,535
Previous 640,411
4.08%
Holding current value
$15.4 Million
Previous $14.8 Million
4.17%
% of portfolio
5.37%
Previous 5.62%
Shares
18 transactions
Others Institutions Holding SCHZ
# of Institutions
707Shares Held
171MCall 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