Resources Investment Advisors, Llc. Schwab Us Aggregate Bond ETF Call Options Transaction History

Resources Investment Advisors, Llc.

$8.37 Billion
Q2 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SCHZ

# of Institutions

712

Shares Held

169M

Call Options Held

0

Put Options Held

0

Jpmorgan Chase & CO New York, NY

12.3M
Shares

$289 Million
0.02% of portfolio
Ameriprise Financial Inc Minneapolis, MN

7.45M
Shares

$175 Million
0.04% of portfolio
Rockbridge Investment Management, Lcc Syracuse, NY

7.38M
Shares

$174 Million
18.39% of portfolio
Avantax Planning Partners, Inc.

6.99M
Shares

$165 Million
5.22% of portfolio
Charles Schwab Trust CO

5.59M
Shares

$132 Million
9.94% of portfolio

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
Sector ETFs
Industry ETFs

More about SCHZ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Resources Investment Advisors, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Resources Investment Advisors, Llc. with notifications on news.