Elgethun Capital Management Schwab Us Aggregate Bond ETF Transaction History
Elgethun Capital Management
- $418 Million
- Q1 2025
A detailed history of Elgethun Capital Management transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Elgethun Capital Management holds 10,000 shares of SCHZ stock, worth $226,800. This represents 0.06% of its overall portfolio holdings.
Number of Shares
10,000Holding current value
$226,800% of portfolio
0.06%Shares
1 transactions
Others Institutions Holding SCHZ
# of Institutions
702Shares Held
173MCall Options Held
1.7KPut Options Held
0-
Jpmorgan Chase & CO New York, NY12.3MShares$278 Million0.02% of portfolio
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Ameriprise Financial Inc Minneapolis, MN7.35MShares$167 Million0.05% of portfolio
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Rockbridge Investment Management, Lcc Syracuse, NY6.91MShares$157 Million18.93% of portfolio
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Avantax Planning Partners, Inc.6.79MShares$154 Million5.6% of portfolio
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Charles Schwab Trust CO5.41MShares$123 Million10.66% of portfolio