Investment Research Partners LLC Schwab Us Aggregate Bond ETF Transaction History
Investment Research Partners LLC
- $222 Billion
- Q3 2025
A detailed history of Investment Research Partners LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Investment Research Partners LLC holds 34,643 shares of SCHZ stock, worth $810,646. This represents 0.37% of its overall portfolio holdings.
Number of Shares
34,643Holding current value
$810,646% of portfolio
0.37%Shares
1 transactions
Others Institutions Holding SCHZ
# of Institutions
707Shares Held
174MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY12.1MShares$284 Million0.02% of portfolio
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Rockbridge Investment Management, Lcc Syracuse, NY7.96MShares$186 Million18.44% of portfolio
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Avantax Planning Partners, Inc.7.18MShares$168 Million4.89% of portfolio
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Ameriprise Financial Inc Minneapolis, MN6.23MShares$146 Million0.04% of portfolio
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Charles Schwab Trust CO5.95MShares$139 Million9.71% of portfolio