Private Client Services, LLC Schwab Us Aggregate Bond ETF Transaction History
Private Client Services, LLC
- $257 Billion
- Q2 2025
A detailed history of Private Client Services, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Private Client Services, LLC holds 55,017 shares of SCHZ stock, worth $1.27 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
55,017Holding current value
$1.27 Million% of portfolio
0.5%Shares
1 transactions
Others Institutions Holding SCHZ
# of Institutions
707Shares Held
174MCall Options Held
1.7KPut Options Held
0-
Jpmorgan Chase & CO New York, NY12.3MShares$284 Million0.02% of portfolio
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Ameriprise Financial Inc Minneapolis, MN7.35MShares$170 Million0.05% of portfolio
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Rockbridge Investment Management, Lcc Syracuse, NY6.91MShares$160 Million18.93% of portfolio
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Avantax Planning Partners, Inc.6.79MShares$157 Million5.6% of portfolio
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Charles Schwab Trust CO5.41MShares$125 Million10.66% of portfolio