Alliance Wealth Management Group Schwab Us Aggregate Bond ETF Transaction History
Alliance Wealth Management Group
- $450 Million
- Q4 2025
A detailed history of Alliance Wealth Management Group transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Alliance Wealth Management Group holds 1,018,851 shares of SCHZ stock, worth $23.8 Million. This represents 5.3% of its overall portfolio holdings.
Number of Shares
1,018,851
Previous 1,063,942
4.24%
Holding current value
$23.8 Million
Previous $25 Million
4.52%
% of portfolio
5.3%
Previous 5.58%
Shares
33 transactions
Others Institutions Holding SCHZ
# of Institutions
717Shares Held
181MCall 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