Heritage Family Offices, LLP Schwab Us Aggregate Bond ETF Call Options Transaction History

Heritage Family Offices, LLP

$194 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SCHZ

# of Institutions

631

Shares Held

112M

Call Options Held

100

Put Options Held

1.8K

Charles Schwab Investment Management Inc San Francisco, CA

33.8M
Shares

$780 Million
0.3% of portfolio
Jpmorgan Chase & CO New York, NY

6.33M
Shares

$146 Million
0.02% of portfolio
Avantax Planning Partners, Inc.

3.4M
Shares

$78.4 Million
5.0% of portfolio
Charles Schwab Trust CO

2.9M
Shares

$66.9 Million
12.11% of portfolio
Rockbridge Investment Management, Lcc Syracuse, NY

2.85M
Shares

$65.7 Million
17.53% of portfolio

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
Sector ETFs
Industry ETFs

More about SCHZ

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