Private Advisor Group, LLC Schwab Us Aggregate Bond ETF Transaction History
Private Advisor Group, LLC
- $17.5 Billion
- Q2 2025
A detailed history of Private Advisor Group, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Private Advisor Group, LLC holds 51,514 shares of SCHZ stock, worth $1.21 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
51,514
Previous 56,580
8.95%
Holding current value
$1.21 Million
Previous $1.31 Million
8.63%
% of portfolio
0.01%
Previous 0.01%
Shares
32 transactions
Others Institutions Holding SCHZ
# of Institutions
718Shares 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