Brookwood Investment Group LLC Schwab Us Aggregate Bond ETF Transaction History
Brookwood Investment Group LLC
- $582 Billion
- Q1 2025
A detailed history of Brookwood Investment Group LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Brookwood Investment Group LLC holds 74,045 shares of SCHZ stock, worth $1.72 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
74,045Holding current value
$1.72 Million% of portfolio
0.29%Shares
1 transactions
Others Institutions Holding SCHZ
# of Institutions
689Shares Held
168MCall Options Held
200Put Options Held
1.5K-
Jpmorgan Chase & CO New York, NY11.7MShares$272 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.63MShares$200 Million0.05% of portfolio
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Avantax Planning Partners, Inc.6.79MShares$157 Million5.6% of portfolio
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Rockbridge Investment Management, Lcc Syracuse, NY6.27MShares$145 Million18.24% of portfolio
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Charles Schwab Trust CO5.41MShares$126 Million10.66% of portfolio