Park Edge Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History
Park Edge Advisors, LLC
- $389 Million
- Q3 2025
A detailed history of Park Edge Advisors, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Park Edge Advisors, LLC holds 65,381 shares of SCHZ stock, worth $1.54 Million. This represents 0.39% of its overall portfolio holdings.
Number of Shares
65,381
              Previous 53,067
              
        
           23.2%
        
      
          
        Holding current value
$1.54 Million
            Previous $1.23 Million
            
        
           24.92%
        
      
          
        % of portfolio
0.39%
            Previous 0.35%
          
        Shares
	  12 transactions
	
  Others Institutions Holding SCHZ
# of Institutions
716Shares Held
171MCall Options Held
0Put Options Held
0- 
    
      Jpmorgan Chase & CO New York, NY12.3MShares$289 Million0.02% of portfolio
- 
    
      Ameriprise Financial Inc Minneapolis, MN7.45MShares$176 Million0.04% of portfolio
- 
    
      Rockbridge Investment Management, Lcc Syracuse, NY7.38MShares$174 Million18.39% of portfolio
- 
    
      Avantax Planning Partners, Inc.6.99MShares$165 Million5.22% of portfolio
- 
    
      Charles Schwab Trust CO5.95MShares$140 Million9.71% of portfolio