Bond & Devick Financial Network, Inc. Schwab Us Aggregate Bond ETF Transaction History
Bond & Devick Financial Network, Inc.
- $263 Million
- Q1 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 640,411 shares of SCHZ stock, worth $14.7 Million. This represents 5.62% of its overall portfolio holdings.
Number of Shares
640,411
Previous 274,050
133.68%
Holding current value
$14.7 Million
Previous $6.22 Million
138.14%
% of portfolio
5.62%
Previous 3.09%
Shares
17 transactions
Others Institutions Holding SCHZ
# of Institutions
686Shares Held
168MCall Options Held
200Put Options Held
1.5K-
Jpmorgan Chase & CO New York, NY11.7MShares$269 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.63MShares$198 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.6.51MShares$149 Million5.36% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY6.27MShares$144 Million18.24% of portfolio
-
Charles Schwab Trust CO5.41MShares$124 Million10.66% of portfolio