New Harbor Financial Group, LLC Schwab Us Aggregate Bond ETF Transaction History
New Harbor Financial Group, LLC
- $487 Million
- Q3 2025
A detailed history of New Harbor Financial Group, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, New Harbor Financial Group, LLC holds 20,900 shares of SCHZ stock, worth $489,059. This represents 0.1% of its overall portfolio holdings.
Number of Shares
20,900
Previous 20,900
-0.0%
Holding current value
$489,059
Previous $485,000
1.03%
% of portfolio
0.1%
Previous 0.11%
Shares
2 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