Maripau Wealth Management LLC Schwab Us Aggregate Bond ETF Transaction History
Maripau Wealth Management LLC
- $173 Million
- Q2 2025
A detailed history of Maripau Wealth Management LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Maripau Wealth Management LLC holds 37,267 shares of SCHZ stock, worth $878,010. This represents 0.5% of its overall portfolio holdings.
Number of Shares
37,267
Previous 44,559
16.36%
Holding current value
$878,010
Previous $1.03 Million
16.0%
% of portfolio
0.5%
Previous 0.65%
Shares
15 transactions
Others Institutions Holding SCHZ
# of Institutions
718Shares Held
172MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY12.3MShares$289 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.45MShares$176 Million0.04% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY7.38MShares$174 Million18.39% of portfolio
-
Avantax Planning Partners, Inc.7.18MShares$169 Million4.89% of portfolio
-
Charles Schwab Trust CO5.95MShares$140 Million9.71% of portfolio