Rda Financial Network Schwab Us Aggregate Bond ETF Transaction History
Rda Financial Network
- $402 Million
- Q4 2025
A detailed history of Rda Financial Network transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Rda Financial Network holds 90,653 shares of SCHZ stock, worth $2.12 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
90,653
Previous 88,610
2.31%
Holding current value
$2.12 Million
Previous $2.08 Million
1.78%
% of portfolio
0.53%
Previous 0.53%
Shares
15 transactions
Others Institutions Holding SCHZ
# of Institutions
707Shares Held
175MCall 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