Braun Bostich & Associates Inc. Schwab Us Aggregate Bond ETF Transaction History

Braun Bostich & Associates Inc.

$134 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 13, 2024	BUY	$44.66 - $45.99 $226,202 - $232,939	5,065 New	5,065 $230,000

Others Institutions Holding SCHZ

# of Institutions

682

Shares Held

163M

Call Options Held

200

Put Options Held

1.5K

Jpmorgan Chase & CO New York, NY

11.7M
Shares

$272 Million
0.02% of portfolio
Ameriprise Financial Inc Minneapolis, MN

8.63M
Shares

$200 Million
0.05% of portfolio
Avantax Planning Partners, Inc.

6.51M
Shares

$151 Million
5.36% of portfolio
Rockbridge Investment Management, Lcc Syracuse, NY

6.27M
Shares

$145 Million
18.24% of portfolio
Charles Schwab Trust CO

5.9M
Shares

$137 Million
11.76% of portfolio

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
Sector ETFs
Industry ETFs

More about SCHZ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Braun Bostich & Associates Inc., based on Form 13F filings with the SEC.

News

Stay updated on Braun Bostich & Associates Inc. with notifications on news.