Smartleaf Asset Management LLC Schwab Us Aggregate Bond ETF Transaction History
Smartleaf Asset Management LLC
- $1.13 Trillion
- Q2 2025
A detailed history of Smartleaf Asset Management LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Smartleaf Asset Management LLC holds 49,062 shares of SCHZ stock, worth $1.15 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
49,062
Previous 10,178
382.04%
Holding current value
$1.15 Million
Previous $235 Million
382.44%
% of portfolio
0.1%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding SCHZ
# of Institutions
715Shares Held
169MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY12.3MShares$288 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.45MShares$175 Million0.04% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY7.38MShares$173 Million18.39% of portfolio
-
Avantax Planning Partners, Inc.6.99MShares$164 Million5.22% of portfolio
-
Charles Schwab Trust CO5.59MShares$131 Million9.94% of portfolio