North Rock Partners, LLC Schwab Us Aggregate Bond ETF Transaction History
North Rock Partners, LLC
- $2.97 Billion
- Q1 2025
A detailed history of North Rock Partners, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, North Rock Partners, LLC holds 432 shares of SCHZ stock, worth $9,836. This represents 0.0% of its overall portfolio holdings.
Number of Shares
432
Previous 1,011
57.27%
Holding current value
$9,836
Previous $22,000
54.55%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding SCHZ
# of Institutions
702Shares Held
173MCall Options Held
1.7KPut Options Held
0-
Jpmorgan Chase & CO New York, NY12.3MShares$279 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.35MShares$167 Million0.05% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY6.91MShares$157 Million18.93% of portfolio
-
Avantax Planning Partners, Inc.6.79MShares$155 Million5.6% of portfolio
-
Charles Schwab Trust CO5.41MShares$123 Million10.66% of portfolio