Clayton Financial Group LLC Schwab Us Aggregate Bond ETF Transaction History
Clayton Financial Group LLC
- $196 Billion
- Q4 2025
A detailed history of Clayton Financial Group LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Clayton Financial Group LLC holds 7 shares of SCHZ stock, worth $163. This represents 0.0% of its overall portfolio holdings.
Number of Shares
7Holding current value
$163% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding SCHZ
# of Institutions
716Shares 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