Cassilly Financial Group LLC Schwab Us Aggregate Bond ETF Transaction History
Cassilly Financial Group LLC
- $113 Billion
- Q4 2025
A detailed history of Cassilly Financial Group LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Cassilly Financial Group LLC holds 174,069 shares of SCHZ stock, worth $4.07 Million. This represents 3.6% of its overall portfolio holdings.
Number of Shares
174,069Holding current value
$4.07 Million% of portfolio
3.6%Shares
1 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
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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