Millstone Evans Group, LLC Schwab Us Aggregate Bond ETF Transaction History
Millstone Evans Group, LLC
- $157 Billion
- Q3 2025
A detailed history of Millstone Evans Group, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Millstone Evans Group, LLC holds 72 shares of SCHZ stock, worth $1,684. This represents 0.0% of its overall portfolio holdings.
Number of Shares
72
Previous 72
-0.0%
Holding current value
$1,684
Previous $1.67 Million
1.02%
% of portfolio
0.0%
Previous 0.0%
Shares
1 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