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

Mather Group, Llc.

$9.81 Billion
Q3 2025

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 shares of SCHZ stock, worth $46. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$46

% of portfolio

0.0%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 20, 2025	BUY	$22.9 - $23.58 $45 - $47	2 New	2 $0
Q1 2025 Apr 25, 2025	SELL	$22.46 - $23.26 $61,809 - $64,011	-2,752 Reduced 99.93%	2 $0
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

707

Shares Held

174M

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

5.95M
Shares

$139 Million
9.71% of portfolio

View Full List

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
Sector ETFs
Industry ETFs

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