Scarborough Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History
Scarborough Advisors, LLC
- $667 Million
- Q1 2025
A detailed history of Scarborough Advisors, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Scarborough Advisors, LLC holds 434,259 shares of SCHZ stock, worth $10.1 Million. This represents 1.51% of its overall portfolio holdings.
Number of Shares
434,259Holding current value
$10.1 Million% of portfolio
1.51%Shares
2 transactions
Others Institutions Holding SCHZ
# of Institutions
702Shares Held
173MCall Options Held
1.7KPut Options Held
0-
Jpmorgan Chase & CO New York, NY12.3MShares$285 Million0.02% of portfolio
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Ameriprise Financial Inc Minneapolis, MN7.35MShares$171 Million0.05% of portfolio
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Rockbridge Investment Management, Lcc Syracuse, NY6.91MShares$160 Million18.93% of portfolio
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Avantax Planning Partners, Inc.6.79MShares$157 Million5.6% of portfolio
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Charles Schwab Trust CO5.41MShares$126 Million10.66% of portfolio