Gpwm LLC Schwab Us Aggregate Bond ETF Transaction History
Gpwm LLC
- $157 Million
- Q2 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 $9,009. This represents 0.01% of its overall portfolio holdings.
Number of Shares
389
Previous 389
-0.0%
Holding current value
$9,009
Previous $9,000
-0.0%
% of portfolio
0.01%
Previous 0.01%
Shares
9 transactions
Others Institutions Holding SCHZ
# of Institutions
709Shares Held
170MCall Options Held
1.7KPut Options Held
0-
Jpmorgan Chase & CO New York, NY12.3MShares$284 Million0.02% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY7.38MShares$171 Million18.39% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.35MShares$170 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.6.99MShares$162 Million5.22% of portfolio
-
Charles Schwab Trust CO5.59MShares$129 Million9.94% of portfolio