Burt Wealth Advisors Schwab Us Aggregate Bond ETF Transaction History
Burt Wealth Advisors
- $431 Million
- Q2 2025
A detailed history of Burt Wealth Advisors transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Burt Wealth Advisors holds 41,730 shares of SCHZ stock, worth $966,466. This represents 0.22% of its overall portfolio holdings.
Number of Shares
41,730
Previous 42,058
0.78%
Holding current value
$966,466
Previous $974,000
0.82%
% of portfolio
0.22%
Previous 0.24%
Shares
28 transactions
Others Institutions Holding SCHZ
# of Institutions
704Shares Held
172MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY12.3MShares$284 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.45MShares$173 Million0.04% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY7.38MShares$171 Million18.39% of portfolio
-
Avantax Planning Partners, Inc.6.99MShares$162 Million5.22% of portfolio
-
Charles Schwab Trust CO5.59MShares$129 Million9.94% of portfolio