Firethorn Wealth Partners, LLC Schwab Us Aggregate Bond ETF Transaction History
Firethorn Wealth Partners, LLC
- $213 Million
- Q2 2025
A detailed history of Firethorn Wealth Partners, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Firethorn Wealth Partners, LLC holds 99,340 shares of SCHZ stock, worth $2.31 Million. This represents 1.08% of its overall portfolio holdings.
Number of Shares
99,340
Previous 107,743
7.8%
Holding current value
$2.31 Million
Previous $2.49 Million
7.74%
% of portfolio
1.08%
Previous 1.26%
Shares
18 transactions
Others Institutions Holding SCHZ
# of Institutions
708Shares Held
170MCall Options Held
1.7KPut Options Held
0-
Jpmorgan Chase & CO New York, NY12.3MShares$285 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.35MShares$171 Million0.05% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY6.91MShares$160 Million18.93% of portfolio
-
Avantax Planning Partners, Inc.6.79MShares$158 Million5.6% of portfolio
-
Charles Schwab Trust CO5.59MShares$130 Million9.94% of portfolio