Royal Fund Management, LLC Schwab Us Aggregate Bond ETF Call Options Transaction History

Royal Fund Management, LLC

$1.06 Billion
Q4 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SCHZ

# of Institutions

717

Shares Held

181M

Call Options Held

0

Put Options Held

0

Jpmorgan Chase & CO New York, NY

12.1M
Shares

$284 Million
0.02% of portfolio
Rockbridge Investment Management, Lcc Syracuse, NY

7.96M
Shares

$186 Million
18.44% of portfolio
Avantax Planning Partners, Inc.

7.18M
Shares

$168 Million
4.89% of portfolio
Ameriprise Financial Inc Minneapolis, MN

6.23M
Shares

$146 Million
0.04% of portfolio
Charles Schwab Trust CO

6.22M
Shares

$145 Million
9.9% of portfolio

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
Sector ETFs
Industry ETFs

More about SCHZ

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