Stephens Consulting, LLC Schwab Us Aggregate Bond ETF Transaction History
Stephens Consulting, LLC
- $399 Billion
- Q1 2025
A detailed history of Stephens Consulting, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Stephens Consulting, LLC holds 3,072 shares of SCHZ stock, worth $69,949. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,072
Previous 3,072
-0.0%
Holding current value
$69,949
Previous $69.7 Million
2.03%
% of portfolio
0.02%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding SCHZ
# of Institutions
702Shares Held
173MCall Options Held
1.7KPut Options Held
0-
Jpmorgan Chase & CO New York, NY12.3MShares$279 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.35MShares$167 Million0.05% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY6.91MShares$157 Million18.93% of portfolio
-
Avantax Planning Partners, Inc.6.79MShares$155 Million5.6% of portfolio
-
Charles Schwab Trust CO5.41MShares$123 Million10.66% of portfolio