Brookwood Investment Group LLC Schwab Us Aggregate Bond ETF Transaction History
Brookwood Investment Group LLC
- $620 Billion
- Q2 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 43,337 shares of SCHZ stock, worth $1 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
43,337
Previous 74,045
41.47%
Holding current value
$1 Million
Previous $1.71 Billion
41.27%
% of portfolio
0.16%
Previous 0.29%
Shares
2 transactions
Others Institutions Holding SCHZ
# of Institutions
709Shares Held
170MCall Options Held
1.7KPut Options Held
0-
Jpmorgan Chase & CO New York, NY12.3MShares$284 Million0.02% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY7.38MShares$171 Million18.39% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.35MShares$170 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.6.99MShares$162 Million5.22% of portfolio
-
Charles Schwab Trust CO5.59MShares$129 Million9.94% of portfolio