Oak Harbor Wealth Partners, LLC Schwab Us Aggregate Bond ETF Transaction History
Oak Harbor Wealth Partners, LLC
- $395 Million
- Q3 2025
A detailed history of Oak Harbor Wealth Partners, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Oak Harbor Wealth Partners, LLC holds 35 shares of SCHZ stock, worth $819. This represents 0.0% of its overall portfolio holdings.
Number of Shares
35Holding current value
$819% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding SCHZ
# of Institutions
708Shares 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 CO6.22MShares$145 Million9.9% of portfolio