Modern Wealth Management, LLC Schwab Us Aggregate Bond ETF Transaction History
Modern Wealth Management, LLC
- $5.05 Trillion
- Q3 2025
A detailed history of Modern Wealth Management, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Modern Wealth Management, LLC holds 1,153,141 shares of SCHZ stock, worth $27 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
1,153,141Holding current value
$27 Million% of portfolio
0.54%Shares
1 transactions
Others Institutions Holding SCHZ
# of Institutions
702Shares Held
172MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY12.1MShares$284 Million0.02% of portfolio
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Rockbridge Investment Management, Lcc Syracuse, NY7.96MShares$186 Million18.44% of portfolio
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Avantax Planning Partners, Inc.7.18MShares$168 Million4.89% of portfolio
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Ameriprise Financial Inc Minneapolis, MN6.23MShares$146 Million0.04% of portfolio
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Charles Schwab Trust CO5.95MShares$139 Million9.71% of portfolio