Hobbs Wealth Management, LLC Schwab Us Aggregate Bond ETF Transaction History
Hobbs Wealth Management, LLC
- $119 Billion
- Q3 2025
A detailed history of Hobbs Wealth Management, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Hobbs Wealth Management, LLC holds 44,619 shares of SCHZ stock, worth $1.04 Million. This represents 0.88% of its overall portfolio holdings.
Number of Shares
44,619
Previous 42,607
4.72%
Holding current value
$1.04 Million
Previous $990 Million
5.76%
% of portfolio
0.88%
Previous 0.94%
Shares
4 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