Krilogy Financial LLC Schwab Us Aggregate Bond ETF Transaction History
Krilogy Financial LLC
- $1.39 Billion
- Q1 2025
A detailed history of Krilogy Financial LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Krilogy Financial LLC holds 192,293 shares of SCHZ stock, worth $4.45 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
192,293
Previous 188,057
2.25%
Holding current value
$4.45 Million
Previous $4.27 Million
4.19%
% of portfolio
0.32%
Previous 0.31%
Shares
32 transactions
Others Institutions Holding SCHZ
# of Institutions
687Shares Held
167MCall Options Held
200Put Options Held
1.5K-
Jpmorgan Chase & CO New York, NY11.7MShares$271 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.63MShares$200 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.6.51MShares$151 Million5.36% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY6.27MShares$145 Million18.24% of portfolio
-
Charles Schwab Trust CO5.41MShares$125 Million10.66% of portfolio