Cetera Investment Advisers Schwab Us Aggregate Bond ETF Transaction History
Cetera Investment Advisers
- $49.2 Billion
- Q1 2025
A detailed history of Cetera Investment Advisers transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Cetera Investment Advisers holds 605,351 shares of SCHZ stock, worth $14 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
605,351
Previous 606,297
0.16%
Holding current value
$14 Million
Previous $13.8 Million
1.87%
% of portfolio
0.03%
Previous 0.03%
Shares
33 transactions
Others Institutions Holding SCHZ
# of Institutions
707Shares Held
171MCall Options Held
1.7KPut Options Held
0-
Jpmorgan Chase & CO New York, NY12.3MShares$283 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.35MShares$170 Million0.05% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY6.91MShares$159 Million18.93% of portfolio
-
Avantax Planning Partners, Inc.6.79MShares$157 Million5.6% of portfolio
-
Charles Schwab Trust CO5.59MShares$129 Million9.94% of portfolio