Sharkey, Howes & Javer Schwab Us Aggregate Bond ETF Transaction History
Sharkey, Howes & Javer
- $691 Million
- Q3 2025
A detailed history of Sharkey, Howes & Javer transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Sharkey, Howes & Javer holds 20,685 shares of SCHZ stock, worth $487,338. This represents 0.07% of its overall portfolio holdings.
Number of Shares
20,685Holding current value
$487,338% of portfolio
0.07%Shares
4 transactions
Others Institutions Holding SCHZ
# of Institutions
719Shares Held
172MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY12.3MShares$289 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.45MShares$176 Million0.04% of portfolio
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Rockbridge Investment Management, Lcc Syracuse, NY7.38MShares$174 Million18.39% of portfolio
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Avantax Planning Partners, Inc.7.18MShares$169 Million4.89% of portfolio
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Charles Schwab Trust CO5.95MShares$140 Million9.71% of portfolio