All Square Wealth Management LLC Schwab Us Aggregate Bond ETF Transaction History
All Square Wealth Management LLC
- $186 Million
- Q3 2025
A detailed history of All Square Wealth Management LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, All Square Wealth Management LLC holds 102 shares of SCHZ stock, worth $2,386. This represents 0.0% of its overall portfolio holdings.
Number of Shares
102
Previous 102
-0.0%
Holding current value
$2,386
Previous $2,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding SCHZ
# of Institutions
717Shares 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
-
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