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 $91. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$91

% 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

675

Shares Held

162M

Call Options Held

200

Put Options Held

1.5K

Jpmorgan Chase & CO New York, NY

11.7M
Shares

$268 Million
0.02% of portfolio
Ameriprise Financial Inc Minneapolis, MN

8.63M
Shares

$198 Million
0.05% of portfolio
Avantax Planning Partners, Inc.

6.51M
Shares

$149 Million
5.36% of portfolio
Rockbridge Investment Management, Lcc Syracuse, NY

6.27M
Shares

$144 Million
18.24% of portfolio
Charles Schwab Trust CO

5.9M
Shares

$135 Million
11.76% of portfolio

View Full List

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
Sector ETFs
Industry ETFs

More about SCHZ

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