Csenge Advisory Group Schwab Us Aggregate Bond ETF Transaction History
Csenge Advisory Group
- $1.81 Billion
- Q1 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 64,033 shares of SCHZ stock, worth $1.47 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
64,033
Previous 65,195
1.78%
Holding current value
$1.47 Million
Previous $1.48 Million
0.27%
% of portfolio
0.08%
Previous 0.08%
Shares
10 transactions
Others Institutions Holding SCHZ
# of Institutions
704Shares Held
174MCall Options Held
1.7KPut Options Held
0-
Jpmorgan Chase & CO New York, NY12.3MShares$282 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.35MShares$169 Million0.05% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY6.91MShares$159 Million18.93% of portfolio
-
Avantax Planning Partners, Inc.6.79MShares$156 Million5.6% of portfolio
-
Charles Schwab Trust CO5.41MShares$124 Million10.66% of portfolio