Clearview Wealth Advisors LLC Schwab Us Aggregate Bond ETF Transaction History
Clearview Wealth Advisors LLC
- $131 Million
- Q1 2025
A detailed history of Clearview Wealth Advisors LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Clearview Wealth Advisors LLC holds 485,694 shares of SCHZ stock, worth $11.1 Million. This represents 8.55% of its overall portfolio holdings.
Number of Shares
485,694
Previous 488,707
0.62%
Holding current value
$11.1 Million
Previous $11.1 Million
1.4%
% of portfolio
8.55%
Previous 8.52%
Shares
13 transactions
Others Institutions Holding SCHZ
# of Institutions
691Shares Held
168MCall Options Held
200Put Options Held
1.5K-
Jpmorgan Chase & CO New York, NY11.7MShares$268 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.63MShares$197 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.6.51MShares$149 Million5.36% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY6.27MShares$143 Million18.24% of portfolio
-
Charles Schwab Trust CO5.41MShares$124 Million10.66% of portfolio