Total Wealth Planning, LLC Schwab Us Aggregate Bond ETF Call Options Transaction History

Total Wealth Planning, LLC

$605 Million
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SCHZ

# of Institutions

628

Shares Held

82.9M

Call Options Held

100

Put Options Held

0

Jpmorgan Chase & CO New York, NY

6.33M
Shares

$146 Million
0.02% of portfolio
Ameriprise Financial Inc Minneapolis, MN

4.15M
Shares

$95.4 Million
0.05% of portfolio
Avantax Planning Partners, Inc.

3.14M
Shares

$72.1 Million
5.37% of portfolio
Charles Schwab Trust CO

2.9M
Shares

$66.7 Million
12.11% of portfolio
Rockbridge Investment Management, Lcc Syracuse, NY

2.85M
Shares

$65.5 Million
17.53% of portfolio

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
Sector ETFs
Industry ETFs

More about SCHZ

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