Pro Vise Management Group, LLC Schwab Us Aggregate Bond ETF Transaction History
Pro Vise Management Group, LLC
- $1.33 Billion
- Q3 2025
A detailed history of Pro Vise Management Group, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Pro Vise Management Group, LLC holds 75,881 shares of SCHZ stock, worth $1.78 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
75,881
Previous 75,260
0.83%
Holding current value
$1.78 Million
Previous $1.75 Million
1.77%
% of portfolio
0.13%
Previous 0.14%
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