Code Waechter LLC Schwab Us Aggregate Bond ETF Transaction History
Code Waechter LLC
- $122 Million
- Q1 2025
A detailed history of Code Waechter LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Code Waechter LLC holds 13,448 shares of SCHZ stock, worth $308,766. This represents 0.26% of its overall portfolio holdings.
Number of Shares
13,448
Previous 12,403
8.43%
Holding current value
$308,766
Previous $281,000
10.68%
% of portfolio
0.26%
Previous 0.25%
Shares
3 transactions
Others Institutions Holding SCHZ
# of Institutions
705Shares Held
174MCall Options Held
1.7KPut Options Held
0-
Jpmorgan Chase & CO New York, NY12.3MShares$282 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.35MShares$169 Million0.05% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY6.91MShares$159 Million18.93% of portfolio
-
Avantax Planning Partners, Inc.6.79MShares$156 Million5.6% of portfolio
-
Charles Schwab Trust CO5.41MShares$124 Million10.66% of portfolio