Forum Financial Management, LP Schwab Us Aggregate Bond ETF Transaction History
Forum Financial Management, LP
- $6.44 Billion
- Q3 2025
A detailed history of Forum Financial Management, LP transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Forum Financial Management, LP holds 9,102 shares of SCHZ stock, worth $212,986. This represents 0.0% of its overall portfolio holdings.
Number of Shares
9,102Holding current value
$212,986% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding SCHZ
# of Institutions
707Shares 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