Glass Jacobson Investment Advisors LLC Schwab Us Aggregate Bond ETF Transaction History
Glass Jacobson Investment Advisors LLC
- $277 Billion
- Q3 2025
A detailed history of Glass Jacobson Investment Advisors LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Glass Jacobson Investment Advisors LLC holds 222 shares of SCHZ stock, worth $5,230. This represents 0.0% of its overall portfolio holdings.
Number of Shares
222Holding current value
$5,230% of portfolio
0.0%Shares
3 transactions
Others Institutions Holding SCHZ
# of Institutions
718Shares Held
172MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY12.3MShares$289 Million0.02% of portfolio
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Ameriprise Financial Inc Minneapolis, MN7.45MShares$176 Million0.04% of portfolio
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Rockbridge Investment Management, Lcc Syracuse, NY7.38MShares$174 Million18.39% of portfolio
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Avantax Planning Partners, Inc.7.18MShares$169 Million4.89% of portfolio
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Charles Schwab Trust CO5.95MShares$140 Million9.71% of portfolio