Theory Financial LLC Schwab Us Aggregate Bond ETF Transaction History
Theory Financial LLC
- $242 Million
- Q2 2025
A detailed history of Theory Financial LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Theory Financial LLC holds 1,153,479 shares of SCHZ stock, worth $26.7 Million. This represents 11.06% of its overall portfolio holdings.
Number of Shares
1,153,479
Previous 1,168,241
1.26%
Holding current value
$26.7 Million
Previous $27.1 Million
0.92%
% of portfolio
11.06%
Previous 11.89%
Shares
12 transactions
Others Institutions Holding SCHZ
# of Institutions
708Shares 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