Howe & Rusling Inc Schwab Us Aggregate Bond ETF Transaction History

Howe & Rusling Inc

$1.18 Billion
Q1 2025

A detailed history of Howe & Rusling Inc transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Howe & Rusling Inc holds 188 shares of SCHZ stock, worth $4,429. This represents 0.0% of its overall portfolio holdings.

Number of Shares

188

Holding current value

$4,429

% of portfolio

0.0%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Jun 17, 2025	BUY	$22.46 - $23.26 $4,222 - $4,372	188 New	188 $4,000
Q2 2022 Aug 15, 2022	BUY	$46.62 - $50.36 $0 - $0	0 New	0 $0
Q3 2021 Nov 15, 2021	SELL	$54.26 - $55.17 $25,610 - $26,040	-472 Closed	0 $0
Q2 2021 Aug 13, 2021	BUY	$53.9 - $54.6 $25,440 - $25,771	472 New	472 $26,000
Q1 2019 Apr 29, 2019	SELL	N/A	-57 Closed	0 $0
Q4 2018 Feb 04, 2019	BUY	N/A	57 New	57 $3,000

Others Institutions Holding SCHZ

# of Institutions

716

Shares Held

171M

Call Options Held

Put Options Held

Jpmorgan Chase & CO New York, NY

12.3M
Shares

$289 Million
0.02% of portfolio
Ameriprise Financial Inc Minneapolis, MN

7.45M
Shares

$176 Million
0.04% of portfolio
Rockbridge Investment Management, Lcc Syracuse, NY

7.38M
Shares

$174 Million
18.39% of portfolio
Avantax Planning Partners, Inc.

7.18M
Shares

$169 Million
4.89% of portfolio
Charles Schwab Trust CO

5.95M
Shares

$140 Million
9.71% of portfolio

View Full List

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
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