Rockbridge Investment Management, Lcc Schwab Us Aggregate Bond ETF Call Options Transaction History

Rockbridge Investment Management, Lcc

$933 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

711

Shares Held

171M

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

$176 Million
0.04% of portfolio
Avantax Planning Partners, Inc.

6.99M
Shares

$165 Million
5.22% of portfolio
Charles Schwab Trust CO

5.95M
Shares

$140 Million
9.71% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

4.9M
Shares

$116 Million
0.23% of portfolio

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
Sector ETFs
Industry ETFs

More about SCHZ

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