Wj Financial Advisors LLC Schwab Us Aggregate Bond ETF Put Options Transaction History

Wj Financial Advisors LLC

$103 Billion
Q3 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding SCHZ

# of Institutions

716

Shares Held

171M

Call Options Held

0

Put Options Held

0

Jpmorgan Chase & CO New York, NY

12.3M
Shares

$289 Million
0.02% of portfolio
Ameriprise Financial Inc Minneapolis, MN

7.45M
Shares

$176 Million
0.04% of portfolio
Rockbridge Investment Management, Lcc Syracuse, NY

7.38M
Shares

$174 Million
18.39% of portfolio
Avantax Planning Partners, Inc.

7.18M
Shares

$169 Million
4.89% of portfolio
Charles Schwab Trust CO

5.95M
Shares

$140 Million
9.71% of portfolio

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
Sector ETFs
Industry ETFs

More about SCHZ

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