Novus Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History
Novus Advisors, LLC
- $99.2 Billion
- Q1 2025
A detailed history of Novus Advisors, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Novus Advisors, LLC holds 41,590 shares of SCHZ stock, worth $963,224. This represents 0.97% of its overall portfolio holdings.
Number of Shares
41,590
Previous 39,345
5.71%
Holding current value
$963,224
Previous $893 Million
7.85%
% of portfolio
0.97%
Previous 0.89%
Shares
2 transactions
Others Institutions Holding SCHZ
# of Institutions
709Shares Held
171MCall Options Held
1.7KPut Options Held
0-
Jpmorgan Chase & CO New York, NY12.3MShares$284 Million0.02% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY7.38MShares$171 Million18.39% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.35MShares$170 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.6.99MShares$162 Million5.22% of portfolio
-
Charles Schwab Trust CO5.59MShares$129 Million9.94% of portfolio