Householder Group Estate & Retirement Specialist, LLC Schwab Us Aggregate Bond ETF Transaction History

Householder Group Estate & Retirement Specialist, LLC

$134 Million
Q4 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	BUY	$45.2 - $47.87 $904 - $957	20 Added 1.74%	1,167 $55,000
Q1 2024 May 03, 2024	BUY	$45.44 - $46.67 $45 - $46	1 Added 0.09%	1,147 $52,000
Q1 2023 Apr 13, 2023	BUY	$45.33 - $47.44 $51,948 - $54,366	1,146 New	1,146 $54,000

Others Institutions Holding SCHZ

# of Institutions

678

Shares Held

163M

Call Options Held

200

Put Options Held

1.5K

Jpmorgan Chase & CO New York, NY

11.7M
Shares

$268 Million
0.02% of portfolio
Ameriprise Financial Inc Minneapolis, MN

8.63M
Shares

$197 Million
0.05% of portfolio
Avantax Planning Partners, Inc.

6.51M
Shares

$149 Million
5.36% of portfolio
Rockbridge Investment Management, Lcc Syracuse, NY

6.27M
Shares

$143 Million
18.24% of portfolio
Charles Schwab Trust CO

5.9M
Shares

$135 Million
11.76% of portfolio

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About SCHWAB US AGGREGATE BOND ETF

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