L.M. Kohn & Company Schwab Us Aggregate Bond ETF Transaction History

L.M. Kohn & Company

$373 Million
Q1 2025

A detailed history of L.M. Kohn & Company transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, L.M. Kohn & Company holds 11,766 shares of SCHZ stock, worth $271,559. This represents 0.07% of its overall portfolio holdings.

Number of Shares

11,766

Holding current value

$271,559

% of portfolio

0.07%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 21, 2025	BUY	$22.46 - $23.26 $264,264 - $273,677	11,766 New	11,766 $272,000

Others Institutions Holding SCHZ

# of Institutions

686

Shares Held

168M

Call Options Held

200

Put Options Held

1.5K

Jpmorgan Chase & CO New York, NY

11.7M
Shares

$271 Million
0.02% of portfolio
Ameriprise Financial Inc Minneapolis, MN

8.63M
Shares

$199 Million
0.05% of portfolio
Avantax Planning Partners, Inc.

6.51M
Shares

$150 Million
5.36% of portfolio
Rockbridge Investment Management, Lcc Syracuse, NY

6.27M
Shares

$145 Million
18.24% of portfolio
Charles Schwab Trust CO

5.41M
Shares

$125 Million
10.66% of portfolio

View Full List

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
Sector ETFs
Industry ETFs

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