Colonial Trust Advisors Schwab Us Aggregate Bond ETF Transaction History
Colonial Trust Advisors
- $1.11 Billion
- Q1 2025
A detailed history of Colonial Trust Advisors transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Colonial Trust Advisors holds 5,238 shares of SCHZ stock, worth $118,797. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,238Holding current value
$118,797% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding SCHZ
# of Institutions
702Shares Held
173MCall Options Held
1.7KPut Options Held
0-
Jpmorgan Chase & CO New York, NY12.3MShares$278 Million0.02% of portfolio
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Ameriprise Financial Inc Minneapolis, MN7.35MShares$167 Million0.05% of portfolio
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Rockbridge Investment Management, Lcc Syracuse, NY6.91MShares$157 Million18.93% of portfolio
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Avantax Planning Partners, Inc.6.79MShares$154 Million5.6% of portfolio
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Charles Schwab Trust CO5.41MShares$123 Million10.66% of portfolio