Friedenthal Financial Schwab Us Aggregate Bond ETF Transaction History
Friedenthal Financial
- $170 Million
- Q3 2025
A detailed history of Friedenthal Financial transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Friedenthal Financial holds 164,888 shares of SCHZ stock, worth $3.86 Million. This represents 2.27% of its overall portfolio holdings.
Number of Shares
164,888
Previous 166,900
1.21%
Holding current value
$3.86 Million
Previous $3.88 Million
0.23%
% of portfolio
2.27%
Previous 2.37%
Shares
33 transactions
Others Institutions Holding SCHZ
# of Institutions
707Shares Held
174MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY12.1MShares$284 Million0.02% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY7.96MShares$186 Million18.44% of portfolio
-
Avantax Planning Partners, Inc.7.18MShares$168 Million4.89% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN6.23MShares$146 Million0.04% of portfolio
-
Charles Schwab Trust CO5.95MShares$139 Million9.71% of portfolio