North Capital, Inc. Schwab Us Aggregate Bond ETF Transaction History

North Capital, Inc.

$106 Billion
Q1 2025

A detailed history of North Capital, Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, North Capital, Inc. holds 42 shares of SCHZ stock, worth $974. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$974

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 28, 2025	BUY	$22.46 - $23.26 $943 - $976	42 New	42 $984,000

Others Institutions Holding SCHZ

# of Institutions

688

Shares Held

168M

Call Options Held

200

Put Options Held

1.5K

Jpmorgan Chase & CO New York, NY

11.7M
Shares

$272 Million
0.02% of portfolio
Ameriprise Financial Inc Minneapolis, MN

8.63M
Shares

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

6.79M
Shares

$157 Million
5.6% of portfolio
Rockbridge Investment Management, Lcc Syracuse, NY

6.27M
Shares

$145 Million
18.24% of portfolio
Charles Schwab Trust CO

5.41M
Shares

$126 Million
10.66% of portfolio

View Full List

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 North Capital, Inc., based on Form 13F filings with the SEC.

News

Stay updated on North Capital, Inc. with notifications on news.

Account