North Forty Two & Co. Schwab Us Aggregate Bond ETF Transaction History
North Forty Two & Co.
- $90.3 Billion
- Q1 2025
A detailed history of North Forty Two & Co. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, North Forty Two & Co. holds 144,297 shares of SCHZ stock, worth $3.35 Million. This represents 3.7% of its overall portfolio holdings.
Number of Shares
144,297
Previous 135,252
6.69%
Holding current value
$3.35 Million
Previous $3.07 Billion
8.85%
% of portfolio
3.7%
Previous 3.54%
Shares
2 transactions
Others Institutions Holding SCHZ
# of Institutions
702Shares Held
173MCall Options Held
1.7KPut Options Held
0-
Jpmorgan Chase & CO New York, NY12.3MShares$285 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.35MShares$171 Million0.05% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY6.91MShares$160 Million18.93% of portfolio
-
Avantax Planning Partners, Inc.6.79MShares$157 Million5.6% of portfolio
-
Charles Schwab Trust CO5.41MShares$126 Million10.66% of portfolio