Hobbs Wealth Management, LLC Schwab Us Aggregate Bond ETF Transaction History
Hobbs Wealth Management, LLC
- $87.5 Billion
- Q1 2025
A detailed history of Hobbs Wealth Management, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Hobbs Wealth Management, LLC holds 44,047 shares of SCHZ stock, worth $1.01 Million. This represents 1.14% of its overall portfolio holdings.
Number of Shares
44,047
Previous 44,047
-0.0%
Holding current value
$1.01 Million
Previous $1 Billion
-0.0%
% of portfolio
1.14%
Previous 1.14%
Shares
2 transactions
Others Institutions Holding SCHZ
# of Institutions
703Shares Held
173MCall Options Held
1.7KPut Options Held
0-
Jpmorgan Chase & CO New York, NY12.3MShares$280 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.35MShares$168 Million0.05% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY6.91MShares$158 Million18.93% of portfolio
-
Avantax Planning Partners, Inc.6.79MShares$155 Million5.6% of portfolio
-
Charles Schwab Trust CO5.41MShares$123 Million10.66% of portfolio