Private Advisor Group, LLC Schwab Us Aggregate Bond ETF Transaction History
Private Advisor Group, LLC
- $18.8 Billion
- Q3 2025
A detailed history of Private Advisor Group, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Private Advisor Group, LLC holds 57,126 shares of SCHZ stock, worth $1.34 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
57,126
Previous 51,514
10.89%
Holding current value
$1.34 Million
Previous $1.2 Million
11.95%
% of portfolio
0.01%
Previous 0.01%
Shares
33 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