Cedar Mountain Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History
Cedar Mountain Advisors, LLC
- $503 Million
- Q3 2025
A detailed history of Cedar Mountain Advisors, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Cedar Mountain Advisors, LLC holds 645,702 shares of SCHZ stock, worth $15.1 Million. This represents 3.01% of its overall portfolio holdings.
Number of Shares
645,702
Previous 623,079
3.63%
Holding current value
$15.1 Million
Previous $14.4 Million
5.06%
% of portfolio
3.01%
Previous 3.06%
Shares
24 transactions
Others Institutions Holding SCHZ
# of Institutions
705Shares Held
174MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY12.1MShares$284 Million0.02% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY7.96MShares$186 Million18.44% of portfolio
-
Avantax Planning Partners, Inc.7.18MShares$168 Million4.89% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN6.23MShares$146 Million0.04% of portfolio
-
Charles Schwab Trust CO5.95MShares$139 Million9.71% of portfolio