C M Bidwell & Associates LTD Schwab Us Aggregate Bond ETF Transaction History
C M Bidwell & Associates LTD
- $189 Million
- Q2 2025
A detailed history of C M Bidwell & Associates LTD transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, C M Bidwell & Associates LTD holds 85,894 shares of SCHZ stock, worth $2.02 Million. This represents 1.06% of its overall portfolio holdings.
Number of Shares
85,894
Previous 79,129
8.55%
Holding current value
$2.02 Million
Previous $1.83 Million
8.95%
% of portfolio
1.06%
Previous 1.12%
Shares
30 transactions
Others Institutions Holding SCHZ
# of Institutions
711Shares Held
171MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY12.3MShares$289 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.45MShares$176 Million0.04% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY7.38MShares$174 Million18.39% of portfolio
-
Avantax Planning Partners, Inc.6.99MShares$165 Million5.22% of portfolio
-
Charles Schwab Trust CO5.95MShares$140 Million9.71% of portfolio