Charter Oak Capital Management, LLC Schwab Us Aggregate Bond ETF Transaction History

Charter Oak Capital Management, LLC

$1.07 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 12, 2021	BUY	$55.56 - $56.23 $1,389 - $1,405	25 New	25 $1,000

Others Institutions Holding SCHZ

# of Institutions

628

Shares Held

82.5M

Call Options Held

100

Put Options Held

0

Jpmorgan Chase & CO New York, NY

6.33M
Shares

$147 Million
0.02% of portfolio
Ameriprise Financial Inc Minneapolis, MN

4.15M
Shares

$96.2 Million
0.05% of portfolio
Avantax Planning Partners, Inc.

3.14M
Shares

$72.6 Million
5.37% of portfolio
Charles Schwab Trust CO

2.9M
Shares

$67.2 Million
12.11% of portfolio
Rockbridge Investment Management, Lcc Syracuse, NY

2.85M
Shares

$66 Million
17.53% of portfolio

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
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