Mount Yale Investment Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History
Mount Yale Investment Advisors, LLC
- $1.38 Billion
- Q3 2025
A detailed history of Mount Yale Investment Advisors, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 775,096 shares of SCHZ stock, worth $18.1 Million. This represents 1.32% of its overall portfolio holdings.
Number of Shares
775,096Holding current value
$18.1 Million% of portfolio
1.32%Shares
1 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
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Rockbridge Investment Management, Lcc Syracuse, NY7.96MShares$186 Million18.44% of portfolio
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Avantax Planning Partners, Inc.7.18MShares$168 Million4.89% of portfolio
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Ameriprise Financial Inc Minneapolis, MN6.23MShares$146 Million0.04% of portfolio
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Charles Schwab Trust CO5.95MShares$139 Million9.71% of portfolio