Csenge Advisory Group Schwab Us Aggregate Bond ETF Transaction History
Csenge Advisory Group
- $1.91 Billion
- Q2 2025
A detailed history of Csenge Advisory Group transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Csenge Advisory Group holds 66,669 shares of SCHZ stock, worth $1.57 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
66,669
Previous 64,033
4.12%
Holding current value
$1.57 Million
Previous $1.48 Million
4.45%
% of portfolio
0.08%
Previous 0.08%
Shares
11 transactions
Others Institutions Holding SCHZ
# of Institutions
712Shares Held
171MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY12.3MShares$289 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.45MShares$176 Million0.04% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY7.38MShares$174 Million18.39% of portfolio
-
Avantax Planning Partners, Inc.6.99MShares$165 Million5.22% of portfolio
-
Charles Schwab Trust CO5.95MShares$140 Million9.71% of portfolio