Stewardship Concepts Financial Services LLC Schwab Us Aggregate Bond ETF Transaction History
Stewardship Concepts Financial Services LLC
- $119 Billion
- Q4 2025
A detailed history of Stewardship Concepts Financial Services LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Stewardship Concepts Financial Services LLC holds 123,163 shares of SCHZ stock, worth $2.88 Million. This represents 2.43% of its overall portfolio holdings.
Number of Shares
123,163Holding current value
$2.88 Million% of portfolio
2.43%Shares
1 transactions
Others Institutions Holding SCHZ
# of Institutions
711Shares Held
175MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY12.1MShares$284 Million0.02% of portfolio
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Rockbridge Investment Management, Lcc Syracuse, NY7.96MShares$186 Million18.44% of portfolio
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Avantax Planning Partners, Inc.7.18MShares$168 Million4.89% of portfolio
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Ameriprise Financial Inc Minneapolis, MN6.23MShares$146 Million0.04% of portfolio
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Charles Schwab Trust CO6.22MShares$145 Million9.9% of portfolio