One Advisory Partners, LLC Schwab Us Aggregate Bond ETF Transaction History
One Advisory Partners, LLC
- $254 Million
- Q2 2025
A detailed history of One Advisory Partners, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, One Advisory Partners, LLC holds 20,224 shares of SCHZ stock, worth $468,387. This represents 0.19% of its overall portfolio holdings.
Number of Shares
20,224
Previous 19,399
4.25%
Holding current value
$468,387
Previous $448,000
4.91%
% of portfolio
0.19%
Previous 0.2%
Shares
6 transactions
Others Institutions Holding SCHZ
# of Institutions
709Shares Held
170MCall 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