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 |
|---|
Others Institutions Holding SCHZ
# of Institutions
718Shares Held
172MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY12.3MShares$289 Million0.02% of portfolio
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Ameriprise Financial Inc Minneapolis, MN7.45MShares$176 Million0.04% of portfolio
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Avantax Planning Partners, Inc.7.18MShares$169 Million4.89% of portfolio
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Charles Schwab Trust CO5.95MShares$140 Million9.71% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA4.9MShares$116 Million0.23% of portfolio