Sculati Wealth Management, LLC Schwab Us Aggregate Bond ETF Transaction History
Sculati Wealth Management, LLC
- $263 Million
- Q2 2025
A detailed history of Sculati Wealth Management, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Sculati Wealth Management, LLC holds 18,603 shares of SCHZ stock, worth $431,775. This represents 0.16% of its overall portfolio holdings.
Number of Shares
18,603Holding current value
$431,775% of portfolio
0.16%Shares
1 transactions
Others Institutions Holding SCHZ
# of Institutions
708Shares Held
170MCall 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$158 Million5.6% of portfolio
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Charles Schwab Trust CO5.59MShares$130 Million9.94% of portfolio