Stephens Inc Schwab Us Aggregate Bond ETF Transaction History

Stephens Inc

$6.77 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Mar 07, 2022	SELL	$53.63 - $54.52 $228,302 - $232,091	-4,257 Closed	0 $0
Q2 2021 Aug 12, 2021	BUY	$53.9 - $54.6 $229,452 - $232,432	4,257 New	4,257 $232,000

Others Institutions Holding SCHZ

# of Institutions

627

Shares Held

81.6M

Call Options Held

100

Put Options Held

0

Jpmorgan Chase & CO New York, NY

6.33M
Shares

$145 Million
0.02% of portfolio
Ameriprise Financial Inc Minneapolis, MN

4.15M
Shares

$95 Million
0.05% of portfolio
Avantax Planning Partners, Inc.

3.14M
Shares

$71.8 Million
5.37% of portfolio
Charles Schwab Trust CO

2.9M
Shares

$66.4 Million
12.11% of portfolio
Rockbridge Investment Management, Lcc Syracuse, NY

2.85M
Shares

$65.2 Million
17.53% of portfolio

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
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