Smartleaf Asset Management LLC Schwab Us Aggregate Bond ETF Transaction History
Smartleaf Asset Management LLC
- $1.62 Trillion
- Q3 2025
A detailed history of Smartleaf Asset Management LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Smartleaf Asset Management LLC holds 52,335 shares of SCHZ stock, worth $1.22 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
52,335
Previous 49,062
6.67%
Holding current value
$1.22 Million
Previous $1.14 Billion
8.19%
% of portfolio
0.08%
Previous 0.1%
Shares
4 transactions
Others Institutions Holding SCHZ
# of Institutions
706Shares Held
174MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY12.1MShares$284 Million0.02% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY7.96MShares$186 Million18.44% of portfolio
-
Avantax Planning Partners, Inc.7.18MShares$168 Million4.89% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN6.23MShares$146 Million0.04% of portfolio
-
Charles Schwab Trust CO6.22MShares$145 Million9.9% of portfolio