One Advisory Partners, LLC Schwab Us Aggregate Bond ETF Transaction History
One Advisory Partners, LLC
- $271 Million
- Q3 2025
A detailed history of One Advisory Partners, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, One Advisory Partners, LLC holds 19,258 shares of SCHZ stock, worth $450,637. This represents 0.17% of its overall portfolio holdings.
Number of Shares
19,258
Previous 20,224
4.78%
Holding current value
$450,637
Previous $470,000
4.04%
% of portfolio
0.17%
Previous 0.19%
Shares
7 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