Keystone Wealth Services, LLC Schwab Us Aggregate Bond ETF Transaction History
Keystone Wealth Services, LLC
- $418 Million
- Q3 2025
A detailed history of Keystone Wealth Services, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Keystone Wealth Services, LLC holds 133,123 shares of SCHZ stock, worth $3.14 Million. This represents 0.75% of its overall portfolio holdings.
Number of Shares
133,123Holding current value
$3.14 Million% of portfolio
0.75%Shares
1 transactions
Others Institutions Holding SCHZ
# of Institutions
716Shares Held
171MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY12.3MShares$289 Million0.02% of portfolio
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Ameriprise Financial Inc Minneapolis, MN7.45MShares$176 Million0.04% of portfolio
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Rockbridge Investment Management, Lcc Syracuse, NY7.38MShares$174 Million18.39% of portfolio
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Avantax Planning Partners, Inc.7.18MShares$169 Million4.89% of portfolio
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Charles Schwab Trust CO5.95MShares$140 Million9.71% of portfolio