Stonekeep Investments, LLC Schwab Us Aggregate Bond ETF Transaction History
Stonekeep Investments, LLC
- $149 Billion
- Q2 2025
A detailed history of Stonekeep Investments, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Stonekeep Investments, LLC holds 177,178 shares of SCHZ stock, worth $4.1 Million. This represents 2.77% of its overall portfolio holdings.
Number of Shares
177,178
Previous 147,265
20.31%
Holding current value
$4.1 Million
Previous $3.41 Billion
20.73%
% of portfolio
2.77%
Previous 2.52%
Shares
5 transactions
Others Institutions Holding SCHZ
# of Institutions
705Shares Held
174MCall Options Held
1.7KPut Options Held
0-
Jpmorgan Chase & CO New York, NY12.3MShares$284 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.35MShares$170 Million0.05% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY6.91MShares$160 Million18.93% of portfolio
-
Avantax Planning Partners, Inc.6.79MShares$157 Million5.6% of portfolio
-
Charles Schwab Trust CO5.41MShares$125 Million10.66% of portfolio