Selective Wealth Management, Inc. Schwab Us Aggregate Bond ETF Transaction History
Selective Wealth Management, Inc.
- $308 Million
- Q3 2025
Shares
5 transactions
Others Institutions Holding SCHZ
# of Institutions
711Shares Held
171MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY12.1MShares$285 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.45MShares$175 Million0.04% of portfolio
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Rockbridge Investment Management, Lcc Syracuse, NY7.38MShares$173 Million18.39% of portfolio
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Avantax Planning Partners, Inc.7.18MShares$168 Million4.89% of portfolio
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Charles Schwab Trust CO5.95MShares$139 Million9.71% of portfolio