Decision Point Financial, LLC Schwab Us Aggregate Bond ETF Transaction History
Decision Point Financial, LLC
- $343 Million
- Q1 2025
A detailed history of Decision Point Financial, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Decision Point Financial, LLC holds 840 shares of SCHZ stock, worth $19,488. This represents 0.01% of its overall portfolio holdings.
Number of Shares
840Holding current value
$19,488% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding SCHZ
# of Institutions
689Shares Held
168MCall Options Held
200Put Options Held
1.5K-
Jpmorgan Chase & CO New York, NY11.7MShares$272 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.63MShares$200 Million0.05% of portfolio
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Avantax Planning Partners, Inc.6.79MShares$157 Million5.6% of portfolio
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Rockbridge Investment Management, Lcc Syracuse, NY6.27MShares$145 Million18.24% of portfolio
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Charles Schwab Trust CO5.41MShares$126 Million10.66% of portfolio