Schaper Benz & Wise Investment Counsel Inc Schwab Us Aggregate Bond ETF Transaction History

Schaper Benz & Wise Investment Counsel Inc

$1.21 Billion
Q4 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 04, 2022	SELL	$46.62 - $50.36 $329,043 - $355,440	-7,058 Closed	0 $0
Q1 2022 Apr 29, 2022	BUY	$50.05 - $53.52 $353,252 - $377,744	7,058 New	7,058 $357,000

Others Institutions Holding SCHZ

# of Institutions

673

Shares Held

161M

Call Options Held

100

Put Options Held

Jpmorgan Chase & CO New York, NY

11.7M
Shares

$268 Million
0.02% of portfolio
Ameriprise Financial Inc Minneapolis, MN

8.63M
Shares

$198 Million
0.05% of portfolio
Avantax Planning Partners, Inc.

6.51M
Shares

$149 Million
5.36% of portfolio
Rockbridge Investment Management, Lcc Syracuse, NY

6.27M
Shares

$144 Million
18.24% of portfolio
Charles Schwab Trust CO

5.9M
Shares

$135 Million
11.76% of portfolio

View Full List

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
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