Courage Miller Partners, LLC Schwab Us Aggregate Bond ETF Transaction History
Courage Miller Partners, LLC
- $333 Million
- Q3 2025
A detailed history of Courage Miller Partners, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Courage Miller Partners, LLC holds 16,518 shares of SCHZ stock, worth $386,521. This represents 0.12% of its overall portfolio holdings.
Number of Shares
16,518
Previous 16,466
0.32%
Holding current value
$386,521
Previous $382,000
1.31%
% of portfolio
0.12%
Previous 0.12%
Shares
27 transactions
Others Institutions Holding SCHZ
# of Institutions
707Shares Held
174MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY12.1MShares$284 Million0.02% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY7.96MShares$186 Million18.44% of portfolio
-
Avantax Planning Partners, Inc.7.18MShares$168 Million4.89% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN6.23MShares$146 Million0.04% of portfolio
-
Charles Schwab Trust CO5.95MShares$139 Million9.71% of portfolio