Gleason Group, Inc. Schwab Us Aggregate Bond ETF Transaction History

Gleason Group, Inc.

$975 Million
Q4 2025

A detailed history of Gleason Group, Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Gleason Group, Inc. holds 10,734 shares of SCHZ stock, worth $251,175. This represents 0.03% of its overall portfolio holdings.

Number of Shares

10,734

Holding current value

$251,175

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2025 Jan 15, 2026	BUY	$23.37 - $23.7 $250,853 - $254,395	10,734 New	10,734 $251,000

Others Institutions Holding SCHZ

# of Institutions

711

Shares Held

175M

Call Options Held

Put Options Held

Jpmorgan Chase & CO New York, NY

12.1M
Shares

$284 Million
0.02% of portfolio
Rockbridge Investment Management, Lcc Syracuse, NY

7.96M
Shares

$186 Million
18.44% of portfolio
Avantax Planning Partners, Inc.

7.18M
Shares

$168 Million
4.89% of portfolio
Ameriprise Financial Inc Minneapolis, MN

6.23M
Shares

$146 Million
0.04% of portfolio
Charles Schwab Trust CO

6.22M
Shares

$145 Million
9.9% of portfolio

View Full List

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
Sector ETFs
Industry ETFs

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