Steph & CO Schwab Us Aggregate Bond ETF Transaction History

Steph & CO

$255 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Oct 22, 2021	SELL	$54.26 - $55.17 $5,968 - $6,068	-110 Closed	0 $0
Q1 2021 Apr 16, 2021	BUY	$53.75 - $55.97 $5,912 - $6,156	110 New	110 $6,000

Others Institutions Holding SCHZ

# of Institutions

683

Shares Held

165M

Call Options Held

200

Put Options Held

1.5K

Jpmorgan Chase & CO New York, NY

11.7M
Shares

$271 Million
0.02% of portfolio
Ameriprise Financial Inc Minneapolis, MN

8.63M
Shares

$200 Million
0.05% of portfolio
Avantax Planning Partners, Inc.

6.51M
Shares

$151 Million
5.36% of portfolio
Rockbridge Investment Management, Lcc Syracuse, NY

6.27M
Shares

$145 Million
18.24% of portfolio
Charles Schwab Trust CO

5.9M
Shares

$137 Million
11.76% of portfolio

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
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