L.K. Benson & Company, P.C. Schwab Us Aggregate Bond ETF Transaction History

L.K. Benson & Company, P.C.

$144 Billion
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	BUY	$22.63 - $47.53 $208,739 - $438,416	9,224 New	9,224 $209 Million

Others Institutions Holding SCHZ

# of Institutions

704

Shares Held

174M

Call Options Held

1.7K

Put Options Held

0

Jpmorgan Chase & CO New York, NY

12.3M
Shares

$282 Million
0.02% of portfolio
Ameriprise Financial Inc Minneapolis, MN

7.35M
Shares

$169 Million
0.05% of portfolio
Rockbridge Investment Management, Lcc Syracuse, NY

6.91M
Shares

$159 Million
18.93% of portfolio
Avantax Planning Partners, Inc.

6.79M
Shares

$156 Million
5.6% of portfolio
Charles Schwab Trust CO

5.41M
Shares

$124 Million
10.66% of portfolio

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
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