Martin Worley Group Schwab Us Aggregate Bond ETF Transaction History
Martin Worley Group
- $183 Million
- Q2 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 18,799 shares of SCHZ stock, worth $439,896. This represents 0.24% of its overall portfolio holdings.
Number of Shares
18,799
Previous 19,047
1.3%
Holding current value
$439,896
Previous $441 Million
99.9%
% of portfolio
0.24%
Previous 0.25%
Shares
3 transactions
Others Institutions Holding SCHZ
# of Institutions
705Shares Held
174MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY12.1MShares$284 Million0.02% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY7.96MShares$186 Million18.44% of portfolio
-
Avantax Planning Partners, Inc.7.18MShares$168 Million4.89% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN6.23MShares$146 Million0.04% of portfolio
-
Charles Schwab Trust CO5.95MShares$139 Million9.71% of portfolio