Congress Wealth Management LLC Schwab Us Aggregate Bond ETF Put Options Transaction History

Congress Wealth Management LLC

$6.12 Billion
Q2 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding SCHZ

# of Institutions

624

Shares Held

107M

Call Options Held

100

Put Options Held

1.8K

Charles Schwab Investment Management Inc San Francisco, CA

33.8M
Shares

$1.61 Billion
0.3% of portfolio
Jpmorgan Chase & CO New York, NY

5.64M
Shares

$269 Million
0.02% of portfolio
Avantax Planning Partners, Inc.

3.4M
Shares

$162 Million
5.0% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.68M
Shares

$128 Million
0.03% of portfolio
Rockbridge Investment Management, Lcc Syracuse, NY

2.59M
Shares

$123 Million
16.7% of portfolio

About SCHWAB US AGGREGATE BOND ETF

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