Chatterton & Associates Inc. Schwab Us Aggregate Bond ETF Transaction History
Chatterton & Associates Inc.
- $117 Billion
- Q4 2025
A detailed history of Chatterton & Associates Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Chatterton & Associates Inc. holds 170,971 shares of SCHZ stock, worth $4 Million. This represents 3.42% of its overall portfolio holdings.
Number of Shares
170,971Holding current value
$4 Million% of portfolio
3.42%Shares
1 transactions
Others Institutions Holding SCHZ
# of Institutions
716Shares Held
176MCall 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
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Avantax Planning Partners, Inc.7.18MShares$168 Million4.89% of portfolio
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Ameriprise Financial Inc Minneapolis, MN6.23MShares$146 Million0.04% of portfolio
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Charles Schwab Trust CO6.22MShares$145 Million9.9% of portfolio