Sittner & Nelson, LLC Schwab Us Aggregate Bond ETF Transaction History

Sittner & Nelson, LLC

$225 Million
Q4 2024

A detailed history of Sittner & Nelson, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Sittner & Nelson, LLC holds 4 shares of SCHZ stock, worth $92. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$92

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 11, 2025	BUY	$22.63 - $47.53 $90 - $190	4 New	4 $0

Others Institutions Holding SCHZ

# of Institutions

688

Shares Held

169M

Call Options Held

200

Put Options Held

1.5K

Jpmorgan Chase & CO New York, NY

11.7M
Shares

$271 Million
0.02% of portfolio
Ameriprise Financial Inc Minneapolis, MN

8.63M
Shares

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

6.79M
Shares

$157 Million
5.6% of portfolio
Rockbridge Investment Management, Lcc Syracuse, NY

6.27M
Shares

$145 Million
18.24% of portfolio
Charles Schwab Trust CO

5.41M
Shares

$125 Million
10.66% of portfolio

View Full List

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
Sector ETFs
Industry ETFs

More about SCHZ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sittner & Nelson, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sittner & Nelson, LLC with notifications on news.

Account