Sns Financial Group, LLC Schwab Us Aggregate Bond ETF Transaction History
Sns Financial Group, LLC
- $1.13 Billion
- Q3 2025
A detailed history of Sns Financial Group, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Sns Financial Group, LLC holds 294,069 shares of SCHZ stock, worth $6.88 Million. This represents 0.61% of its overall portfolio holdings.
Number of Shares
294,069
Previous 262,756
11.92%
Holding current value
$6.88 Million
Previous $6.11 Million
13.02%
% of portfolio
0.61%
Previous 0.59%
Shares
29 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