Sutton Place Investors LLC Schwab Us Aggregate Bond ETF Transaction History
Sutton Place Investors LLC
- $173 Million
- Q4 2025
A detailed history of Sutton Place Investors LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Sutton Place Investors LLC holds 68,078 shares of SCHZ stock, worth $1.59 Million. This represents 0.92% of its overall portfolio holdings.
Number of Shares
68,078
Previous 73,039
6.79%
Holding current value
$1.59 Million
Previous $1.71 Million
7.06%
% of portfolio
0.92%
Previous 1.03%
Shares
16 transactions
Others Institutions Holding SCHZ
# of Institutions
716Shares Held
180MCall 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 CO6.22MShares$145 Million9.9% of portfolio