Gpwm LLC Schwab Us Aggregate Bond ETF Transaction History
Gpwm LLC
- $164 Million
- Q3 2025
A detailed history of Gpwm LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Gpwm LLC holds 389 shares of SCHZ stock, worth $9,122. This represents 0.01% of its overall portfolio holdings.
Number of Shares
389
Previous 389
-0.0%
Holding current value
$9,122
Previous $9,000
-0.0%
% of portfolio
0.01%
Previous 0.01%
Shares
9 transactions
Others Institutions Holding SCHZ
# of Institutions
716Shares Held
170MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY12.3MShares$288 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.45MShares$175 Million0.04% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY7.38MShares$173 Million18.39% of portfolio
-
Avantax Planning Partners, Inc.6.99MShares$164 Million5.22% of portfolio
-
Charles Schwab Trust CO5.95MShares$139 Million9.71% of portfolio