Rosenberg Matthew Hamilton Schwab Us Aggregate Bond ETF Transaction History
Rosenberg Matthew Hamilton
- $426 Million
- Q2 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 930 shares of SCHZ stock, worth $21,910. This represents 0.0% of its overall portfolio holdings.
Number of Shares
930
Previous 934
0.43%
Holding current value
$21,910
Previous $21,000
-0.0%
% of portfolio
0.0%
Previous 0.01%
Shares
6 transactions
Others Institutions Holding SCHZ
# of Institutions
712Shares Held
171MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY12.3MShares$289 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.45MShares$176 Million0.04% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY7.38MShares$174 Million18.39% of portfolio
-
Avantax Planning Partners, Inc.6.99MShares$165 Million5.22% of portfolio
-
Charles Schwab Trust CO5.95MShares$140 Million9.71% of portfolio