Gps Wealth Strategies Group, LLC Schwab Us Aggregate Bond ETF Transaction History
Gps Wealth Strategies Group, LLC
- $881 Million
- Q3 2025
A detailed history of Gps Wealth Strategies Group, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Gps Wealth Strategies Group, LLC holds 677 shares of SCHZ stock, worth $15,950. This represents 0.0% of its overall portfolio holdings.
Number of Shares
677
Previous 677
-0.0%
Holding current value
$15,950
Previous $15,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding SCHZ
# of Institutions
711Shares Held
171MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY12.1MShares$286 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.45MShares$176 Million0.04% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY7.38MShares$174 Million18.39% of portfolio
-
Avantax Planning Partners, Inc.7.18MShares$169 Million4.89% of portfolio
-
Charles Schwab Trust CO5.95MShares$140 Million9.71% of portfolio