Merriman Wealth Management, LLC Schwab Us Aggregate Bond ETF Transaction History

Merriman Wealth Management, LLC

$2.2 Billion
Q2 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Jan 28, 2019	SELL	N/A	-159,690 Closed	0 $0
Q3 2018 Nov 06, 2018	BUY	N/A	615 Added 0.39%	159,690 $8.02 Million
Q2 2018 Aug 10, 2018	BUY	N/A	159,075 New	159,075 $8.06 Million

Others Institutions Holding SCHZ

# of Institutions

625

Shares Held

107M

Call Options Held

100

Put Options Held

1.8K

Charles Schwab Investment Management Inc San Francisco, CA

33.8M
Shares

$1.6 Billion
0.3% of portfolio
Jpmorgan Chase & CO New York, NY

5.64M
Shares

$268 Million
0.02% of portfolio
Avantax Planning Partners, Inc.

3.4M
Shares

$161 Million
5.0% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.68M
Shares

$127 Million
0.03% of portfolio
Rockbridge Investment Management, Lcc Syracuse, NY

2.59M
Shares

$123 Million
16.7% of portfolio

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
Sector ETFs
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