Martin Worley Group Schwab Us Aggregate Bond ETF Transaction History
Martin Worley Group
- $175 Billion
- Q1 2025
A detailed history of Martin Worley Group transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Martin Worley Group holds 19,047 shares of SCHZ stock, worth $442,080. This represents 0.25% of its overall portfolio holdings.
Number of Shares
19,047
Previous 18,068
5.42%
Holding current value
$442,080
Previous $410 Million
7.55%
% of portfolio
0.25%
Previous 0.26%
Shares
2 transactions
Others Institutions Holding SCHZ
# of Institutions
708Shares Held
170MCall Options Held
1.7KPut Options Held
0-
Jpmorgan Chase & CO New York, NY12.3MShares$285 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.35MShares$171 Million0.05% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY6.91MShares$160 Million18.93% of portfolio
-
Avantax Planning Partners, Inc.6.79MShares$158 Million5.6% of portfolio
-
Charles Schwab Trust CO5.59MShares$130 Million9.94% of portfolio