Arnold Financial Planning LLC Schwab Us Aggregate Bond ETF Transaction History
Arnold Financial Planning LLC
- $97 Billion
- Q4 2025
A detailed history of Arnold Financial Planning LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Arnold Financial Planning LLC holds 564,204 shares of SCHZ stock, worth $13.2 Million. This represents 13.59% of its overall portfolio holdings.
Number of Shares
564,204Holding current value
$13.2 Million% of portfolio
13.59%Shares
1 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
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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