S. R. Schill & Associates Schwab Us Aggregate Bond ETF Transaction History

S. R. Schill & Associates

$119 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 24, 2023	BUY	$44.14 - $46.33 $355,635 - $373,280	8,057 New	8,057 $356,000

Others Institutions Holding SCHZ

# of Institutions

682

Shares Held

163M

Call Options Held

200

Put Options Held

1.5K

Jpmorgan Chase & CO New York, NY

11.7M
Shares

$270 Million
0.02% of portfolio
Ameriprise Financial Inc Minneapolis, MN

8.63M
Shares

$199 Million
0.05% of portfolio
Avantax Planning Partners, Inc.

6.51M
Shares

$150 Million
5.36% of portfolio
Rockbridge Investment Management, Lcc Syracuse, NY

6.27M
Shares

$144 Million
18.24% of portfolio
Charles Schwab Trust CO

5.9M
Shares

$136 Million
11.76% of portfolio

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
Sector ETFs
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