Royal Fund Management, LLC Schwab Us Aggregate Bond ETF Transaction History

Royal Fund Management, LLC

$1.66 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 May 08, 2020	SELL	$53.15 - $53.86 $26,096 - $26,445	-491 Closed	0 $0
Q2 2019 May 08, 2020	BUY	N/A	491 New	491 $26,000

Others Institutions Holding SCHZ

# of Institutions

628

Shares Held

82.5M

Call Options Held

100

Put Options Held

0

Jpmorgan Chase & CO New York, NY

6.33M
Shares

$147 Million
0.02% of portfolio
Ameriprise Financial Inc Minneapolis, MN

4.15M
Shares

$96.6 Million
0.05% of portfolio
Avantax Planning Partners, Inc.

3.14M
Shares

$73 Million
5.37% of portfolio
Charles Schwab Trust CO

2.9M
Shares

$67.5 Million
12.11% of portfolio
Rockbridge Investment Management, Lcc Syracuse, NY

2.85M
Shares

$66.3 Million
17.53% of portfolio

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
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