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

Congress Wealth Management LLC

$7.2 Billion
Q3 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

627

Shares Held

81.7M

Call Options Held

100

Put Options Held

0

Jpmorgan Chase & CO New York, NY

6.33M
Shares

$145 Million
0.02% of portfolio
Ameriprise Financial Inc Minneapolis, MN

4.15M
Shares

$95.2 Million
0.05% of portfolio
Avantax Planning Partners, Inc.

3.14M
Shares

$71.9 Million
5.37% of portfolio
Charles Schwab Trust CO

2.9M
Shares

$66.5 Million
12.11% of portfolio
Rockbridge Investment Management, Lcc Syracuse, NY

2.85M
Shares

$65.3 Million
17.53% of portfolio

About SCHWAB US AGGREGATE BOND ETF

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