Hazlett, Burt & Watson, Inc. Schwab Us Aggregate Bond ETF Transaction History

Hazlett, Burt & Watson, Inc.

$222 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 12, 2025	BUY	$22.63 - $47.53 $633 - $1,330	28 Added 100.0%	56 $1,000
Q3 2023 Nov 02, 2023	BUY	$44.14 - $46.33 $1,235 - $1,297	28 New	28 $1,000

Others Institutions Holding SCHZ

# of Institutions

704

Shares Held

174M

Call Options Held

1.7K

Put Options Held

0

Jpmorgan Chase & CO New York, NY

12.3M
Shares

$282 Million
0.02% of portfolio
Ameriprise Financial Inc Minneapolis, MN

7.35M
Shares

$169 Million
0.05% of portfolio
Rockbridge Investment Management, Lcc Syracuse, NY

6.91M
Shares

$159 Million
18.93% of portfolio
Avantax Planning Partners, Inc.

6.79M
Shares

$156 Million
5.6% of portfolio
Charles Schwab Trust CO

5.41M
Shares

$124 Million
10.66% of portfolio

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
Sector ETFs
Industry ETFs

More about SCHZ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Hazlett, Burt & Watson, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Hazlett, Burt & Watson, Inc. with notifications on news.