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 $1.71 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
74,045Holding current value
$1.71 Million% of portfolio
0.29%Shares
1 transactions
Others Institutions Holding SCHZ
# of Institutions
705Shares Held
174MCall Options Held
1.7KPut Options Held
0-
Jpmorgan Chase & CO New York, NY12.3MShares$284 Million0.02% of portfolio
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Ameriprise Financial Inc Minneapolis, MN7.35MShares$170 Million0.05% of portfolio
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Rockbridge Investment Management, Lcc Syracuse, NY6.91MShares$160 Million18.93% of portfolio
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Avantax Planning Partners, Inc.6.79MShares$157 Million5.6% of portfolio
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Charles Schwab Trust CO5.41MShares$125 Million10.66% of portfolio