Chesley Taft & Associates LLC Schwab Us Aggregate Bond ETF Transaction History
Chesley Taft & Associates LLC
- $2.47 Billion
- Q4 2025
A detailed history of Chesley Taft & Associates LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Chesley Taft & Associates LLC holds 10,875 shares of SCHZ stock, worth $254,474. This represents 0.01% of its overall portfolio holdings.
Number of Shares
10,875Holding current value
$254,474% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding SCHZ
# of Institutions
711Shares Held
175MCall 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