Drucker Wealth 3.0, LLC Schwab Us Aggregate Bond ETF Transaction History
Drucker Wealth 3.0, LLC
- $562 Billion
- Q3 2025
A detailed history of Drucker Wealth 3.0, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Drucker Wealth 3.0, LLC holds 18,836 shares of SCHZ stock, worth $440,762. This represents 0.08% of its overall portfolio holdings.
Number of Shares
18,836
Previous 23,788
20.82%
Holding current value
$440,762
Previous $549 Million
19.44%
% of portfolio
0.08%
Previous 0.11%
Shares
4 transactions
Others Institutions Holding SCHZ
# of Institutions
707Shares 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 CO5.95MShares$139 Million9.71% of portfolio