Ameritas Advisory Services, LLC Schwab Us Aggregate Bond ETF Transaction History
Ameritas Advisory Services, LLC
- $1.44 Billion
- Q3 2025
A detailed history of Ameritas Advisory Services, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Ameritas Advisory Services, LLC holds 301 shares of SCHZ stock, worth $7,043. This represents 0.0% of its overall portfolio holdings.
Number of Shares
301
Previous 8,787
96.57%
Holding current value
$7,043
Previous $203,000
96.55%
% of portfolio
0.0%
Previous 0.01%
Shares
14 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