New Square Capital LLC Schwab Us Aggregate Bond ETF Transaction History
New Square Capital LLC
- $1.22 Billion
- Q1 2025
A detailed history of New Square Capital LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, New Square Capital LLC holds 6 shares of SCHZ stock, worth $139. This represents 0.0% of its overall portfolio holdings.
Number of Shares
6
Previous 6
-0.0%
Holding current value
$139
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding SCHZ
# of Institutions
689Shares Held
168MCall Options Held
200Put Options Held
1.5K-
Jpmorgan Chase & CO New York, NY11.7MShares$272 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.63MShares$200 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.6.79MShares$157 Million5.6% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY6.27MShares$145 Million18.24% of portfolio
-
Charles Schwab Trust CO5.41MShares$126 Million10.66% of portfolio