Vantage Financial Partners, LLC Schwab Us Aggregate Bond ETF Transaction History
Vantage Financial Partners, LLC
- $354 Million
- Q2 2025
A detailed history of Vantage Financial Partners, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Vantage Financial Partners, LLC holds 95,360 shares of SCHZ stock, worth $2.21 Million. This represents 0.63% of its overall portfolio holdings.
Number of Shares
95,360
Previous 98,185
2.88%
Holding current value
$2.21 Million
Previous $2.27 Million
2.51%
% of portfolio
0.63%
Previous 0.64%
Shares
10 transactions
Others Institutions Holding SCHZ
# of Institutions
707Shares 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