Accelerate Investment Advisors LLC Schwab Us Aggregate Bond ETF Transaction History
Accelerate Investment Advisors LLC
- $148 Billion
- Q4 2025
A detailed history of Accelerate Investment Advisors LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Accelerate Investment Advisors LLC holds 11,540 shares of SCHZ stock, worth $270,036. This represents 0.18% of its overall portfolio holdings.
Number of Shares
11,540
Previous 11,816
2.34%
Holding current value
$270,036
Previous $277 Million
2.76%
% of portfolio
0.18%
Previous 0.19%
Shares
4 transactions
Others Institutions Holding SCHZ
# of Institutions
716Shares Held
180MCall 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