Cheviot Value Management, LLC Schwab Us Aggregate Bond ETF Transaction History
Cheviot Value Management, LLC
- $840 Million
- Q2 2025
A detailed history of Cheviot Value Management, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Cheviot Value Management, LLC holds 286 shares of SCHZ stock, worth $6,738. This represents 0.0% of its overall portfolio holdings.
Number of Shares
286
Previous 282
1.42%
Holding current value
$6,738
Previous $6,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SCHZ
# of Institutions
716Shares 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