Smart Money Group LLC Schwab Us Aggregate Bond ETF Transaction History
Smart Money Group LLC
- $109 Million
- Q2 2025
A detailed history of Smart Money Group LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Smart Money Group LLC holds 230,173 shares of SCHZ stock, worth $5.33 Million. This represents 4.91% of its overall portfolio holdings.
Number of Shares
230,173
Previous 206,027
11.72%
Holding current value
$5.33 Million
Previous $4.77 Million
12.11%
% of portfolio
4.91%
Previous 4.5%
Shares
9 transactions
Others Institutions Holding SCHZ
# of Institutions
707Shares Held
169MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY12.3MShares$284 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.45MShares$173 Million0.04% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY7.38MShares$171 Million18.39% of portfolio
-
Avantax Planning Partners, Inc.6.99MShares$162 Million5.22% of portfolio
-
Charles Schwab Trust CO5.59MShares$129 Million9.94% of portfolio