Marotta Asset Management Schwab Us Aggregate Bond ETF Transaction History
Marotta Asset Management
- $497 Million
- Q2 2025
A detailed history of Marotta Asset Management transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Marotta Asset Management holds 278,954 shares of SCHZ stock, worth $6.46 Million. This represents 1.3% of its overall portfolio holdings.
Number of Shares
278,954
Previous 144,366
93.23%
Holding current value
$6.46 Million
Previous $3.34 Million
93.38%
% of portfolio
1.3%
Previous 0.71%
Shares
22 transactions
Others Institutions Holding SCHZ
# of Institutions
705Shares Held
174MCall Options Held
1.7KPut Options Held
0-
Jpmorgan Chase & CO New York, NY12.3MShares$284 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.35MShares$170 Million0.05% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY6.91MShares$160 Million18.93% of portfolio
-
Avantax Planning Partners, Inc.6.79MShares$157 Million5.6% of portfolio
-
Charles Schwab Trust CO5.41MShares$125 Million10.66% of portfolio