Rosenberg Matthew Hamilton Schwab Us Aggregate Bond ETF Transaction History
Rosenberg Matthew Hamilton
- $396 Million
- Q1 2025
A detailed history of Rosenberg Matthew Hamilton transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Rosenberg Matthew Hamilton holds 934 shares of SCHZ stock, worth $21,444. This represents 0.01% of its overall portfolio holdings.
Number of Shares
934
Previous 934
-0.0%
Holding current value
$21,444
Previous $21,000
-0.0%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding SCHZ
# of Institutions
704Shares Held
174MCall Options Held
1.7KPut Options Held
0-
Jpmorgan Chase & CO New York, NY12.3MShares$282 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.35MShares$169 Million0.05% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY6.91MShares$159 Million18.93% of portfolio
-
Avantax Planning Partners, Inc.6.79MShares$156 Million5.6% of portfolio
-
Charles Schwab Trust CO5.41MShares$124 Million10.66% of portfolio