Rockbridge Investment Management, Lcc Schwab Us Aggregate Bond ETF Call Options Transaction History
Rockbridge Investment Management, Lcc
- $772 Billion
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding SCHZ
# of Institutions
629Shares Held
110MCall Options Held
100Put Options Held
1.8K-
Charles Schwab Investment Management Inc San Francisco, CA33.8MShares$775 Million0.3% of portfolio
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Jpmorgan Chase & CO New York, NY5.64MShares$129 Million0.02% of portfolio
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Avantax Planning Partners, Inc.3.4MShares$77.9 Million5.0% of portfolio
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Charles Schwab Trust CO2.9MShares$66.5 Million12.11% of portfolio
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Ameriprise Financial Inc Minneapolis, MN2.68MShares$61.5 Million0.03% of portfolio