Rgt Wealth Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History

Rgt Wealth Advisors, LLC

$627 Million
Q3 2022

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 13, 2021	SELL	N/A	-5,502 Closed	0 $0
Q1 2021 May 13, 2021	BUY	N/A	65 Added 1.2%	5,502 $297,000
Q4 2020 Feb 11, 2021	BUY	N/A	41 Added 0.76%	5,437 $305,000
Q3 2020 Nov 12, 2020	BUY	N/A	5,396 New	5,396 $303,000

Others Institutions Holding SCHZ

# of Institutions

603

Shares Held

105M

Call Options Held

600

Put Options Held

3.6K

Charles Schwab Investment Management Inc San Francisco, CA

32.2M
Shares

$1.47 Billion
0.34% of portfolio
Jpmorgan Chase & CO New York, NY

4.48M
Shares

$204 Million
0.02% of portfolio
Avantax Planning Partners, Inc.

3.59M
Shares

$164 Million
5.38% of portfolio
Capital Management Associates, Inc Minneapolis, MN

3.45M
Shares

$157 Million
0.05% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.56M
Shares

$117 Million
0.03% of portfolio

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
Sector ETFs
Industry ETFs

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