Net Worth Advisory Group Schwab Us Aggregate Bond ETF Transaction History
Net Worth Advisory Group
- $451 Billion
- Q2 2025
A detailed history of Net Worth Advisory Group transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Net Worth Advisory Group holds 23,932 shares of SCHZ stock, worth $555,701. This represents 0.12% of its overall portfolio holdings.
Number of Shares
23,932Holding current value
$555,701% of portfolio
0.12%Shares
1 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
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Ameriprise Financial Inc Minneapolis, MN7.35MShares$171 Million0.05% of portfolio
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Rockbridge Investment Management, Lcc Syracuse, NY6.91MShares$160 Million18.93% of portfolio
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Avantax Planning Partners, Inc.6.79MShares$158 Million5.6% of portfolio
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Charles Schwab Trust CO5.59MShares$130 Million9.94% of portfolio