Pfg Investments, LLC Schwab Us Aggregate Bond ETF Transaction History
Pfg Investments, LLC
- $2.12 Trillion
- Q4 2025
A detailed history of Pfg Investments, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Pfg Investments, LLC holds 10,601 shares of SCHZ stock, worth $248,063. This represents 0.01% of its overall portfolio holdings.
Number of Shares
10,601
Previous 10,465
1.3%
Holding current value
$248,063
Previous $246 Million
0.86%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding SCHZ
# of Institutions
717Shares Held
176MCall 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 CO6.22MShares$145 Million9.9% of portfolio