Tactive Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History
Tactive Advisors, LLC
- $341 Billion
- Q4 2025
A detailed history of Tactive Advisors, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Tactive Advisors, LLC holds 112,474 shares of SCHZ stock, worth $2.63 Million. This represents 0.77% of its overall portfolio holdings.
Number of Shares
112,474
Previous 92,442
21.67%
Holding current value
$2.63 Million
Previous $2.17 Billion
21.15%
% of portfolio
0.77%
Previous 0.61%
Shares
3 transactions
Others Institutions Holding SCHZ
# of Institutions
707Shares Held
175MCall 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