Mather Group, Llc. Schwab Us Aggregate Bond ETF Transaction History

Mather Group, Llc.

$7.67 Billion
Q4 2024

A detailed history of Mather Group, Llc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Mather Group, Llc. holds 2,754 shares of SCHZ stock, worth $63,837. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,754

Holding current value

$63,837

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 24, 2025	BUY	$22.63 - $47.53 $62,323 - $130,897	2,754 New	2,754 $62,000

Others Institutions Holding SCHZ

# of Institutions

682

Shares Held

163M

Call Options Held

200

Put Options Held

1.5K

Jpmorgan Chase & CO New York, NY

11.7M
Shares

$272 Million
0.02% of portfolio
Ameriprise Financial Inc Minneapolis, MN

8.63M
Shares

$200 Million
0.05% of portfolio
Avantax Planning Partners, Inc.

6.51M
Shares

$151 Million
5.36% of portfolio
Rockbridge Investment Management, Lcc Syracuse, NY

6.27M
Shares

$145 Million
18.24% of portfolio
Charles Schwab Trust CO

5.9M
Shares

$137 Million
11.76% of portfolio

View Full List

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
Sector ETFs
Industry ETFs

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