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

Rockbridge Investment Management, Lcc

$772 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SCHZ

# of Institutions

627

Shares Held

81.7M

Call Options Held

100

Put Options Held

0

Jpmorgan Chase & CO New York, NY

6.33M
Shares

$145 Million
0.02% of portfolio
Ameriprise Financial Inc Minneapolis, MN

4.15M
Shares

$95 Million
0.05% of portfolio
Avantax Planning Partners, Inc.

3.14M
Shares

$71.8 Million
5.37% of portfolio
Charles Schwab Trust CO

2.9M
Shares

$66.4 Million
12.11% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

2.53M
Shares

$57.8 Million
0.25% 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 Rockbridge Investment Management, Lcc, based on Form 13F filings with the SEC.

News

Stay updated on Rockbridge Investment Management, Lcc with notifications on news.