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

Rockbridge Investment Management, Lcc

$933 Billion
Q2 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts 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
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
Financial Engines Advisors L.L.C. Santa Clara, CA

4.9M
Shares

$115 Million
0.23% 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.