Toth Financial Advisory Corp Schwab Us Aggregate Bond ETF Transaction History
Toth Financial Advisory Corp
- $962 Million
- Q4 2025
A detailed history of Toth Financial Advisory Corp transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Toth Financial Advisory Corp holds 4,045 shares of SCHZ stock, worth $94,653. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,045
Previous 4,045
-0.0%
Holding current value
$94,653
Previous $94,000
-0.0%
% of portfolio
0.01%
Previous 0.01%
Shares
27 transactions
Others Institutions Holding SCHZ
# of Institutions
717Shares Held
176MCall 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