Vestwell Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History
Vestwell Advisors, LLC
- $222 Billion
- Q2 2025
A detailed history of Vestwell Advisors, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Vestwell Advisors, LLC holds 4,512 shares of SCHZ stock, worth $105,806. This represents 0.05% of its overall portfolio holdings.
Number of Shares
4,512Holding current value
$105,806% of portfolio
0.05%Shares
1 transactions
Others Institutions Holding SCHZ
# of Institutions
716Shares Held
170MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY12.3MShares$288 Million0.02% of portfolio
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Ameriprise Financial Inc Minneapolis, MN7.45MShares$175 Million0.04% of portfolio
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Rockbridge Investment Management, Lcc Syracuse, NY7.38MShares$173 Million18.39% of portfolio
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Avantax Planning Partners, Inc.6.99MShares$164 Million5.22% of portfolio
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Charles Schwab Trust CO5.59MShares$131 Million9.94% of portfolio