Massmutual Trust CO Fsb Schwab Us Aggregate Bond ETF Transaction History

Massmutual Trust CO Fsb

$3.51 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2019 May 15, 2020	SELL	$53.21 - $54.14 $13,941 - $14,184	-262 Closed	0 $0
Q3 2019 Nov 14, 2019	BUY	$53.15 - $53.86 $13,925 - $14,111	262 New	262 $14,000

Others Institutions Holding SCHZ

# of Institutions

683

Shares Held

165M

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

$200 Million
0.05% of portfolio
Avantax Planning Partners, Inc.

6.51M
Shares

$151 Million
5.36% of portfolio
Rockbridge Investment Management, Lcc Syracuse, NY

6.27M
Shares

$145 Million
18.24% of portfolio
Charles Schwab Trust CO

5.9M
Shares

$136 Million
11.76% of portfolio

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
Sector ETFs
Industry ETFs

More about SCHZ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Massmutual Trust CO Fsb, based on Form 13F filings with the SEC.

News

Stay updated on Massmutual Trust CO Fsb with notifications on news.