Core Wealth Partners LLC Schwab Us Aggregate Bond ETF Transaction History
Core Wealth Partners LLC
- $197 Billion
- Q2 2025
A detailed history of Core Wealth Partners LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Core Wealth Partners LLC holds 85,065 shares of SCHZ stock, worth $2 Million. This represents 1.0% of its overall portfolio holdings.
Number of Shares
85,065Holding current value
$2 Million% of portfolio
1.0%Shares
1 transactions
Others Institutions Holding SCHZ
# of Institutions
714Shares Held
169MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY12.3MShares$289 Million0.02% of portfolio
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Ameriprise Financial Inc Minneapolis, MN7.45MShares$175 Million0.04% of portfolio
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Rockbridge Investment Management, Lcc Syracuse, NY7.38MShares$174 Million18.39% of portfolio
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Avantax Planning Partners, Inc.6.99MShares$165 Million5.22% of portfolio
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Charles Schwab Trust CO5.59MShares$132 Million9.94% of portfolio