Credit Suisse Ag Schwab Us Aggregate Bond ETF Transaction History

Credit Suisse Ag

$101 Billion
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2018 Nov 13, 2018	SELL	N/A	-4,022 Closed	0 $0
Q2 2018 Aug 14, 2018	BUY	N/A	4,022 New	4,022 $204,000

Others Institutions Holding SCHZ

# of Institutions

628

Shares Held

82.5M

Call Options Held

100

Put Options Held

0

Jpmorgan Chase & CO New York, NY

6.33M
Shares

$146 Million
0.02% of portfolio
Ameriprise Financial Inc Minneapolis, MN

4.15M
Shares

$95.9 Million
0.05% of portfolio
Avantax Planning Partners, Inc.

3.14M
Shares

$72.5 Million
5.37% of portfolio
Charles Schwab Trust CO

2.9M
Shares

$67 Million
12.11% of portfolio
Rockbridge Investment Management, Lcc Syracuse, NY

2.85M
Shares

$65.8 Million
17.53% of portfolio

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
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