Tower View Investment Management & Research LLC Schwab Us Aggregate Bond ETF Transaction History
Tower View Investment Management & Research LLC
- $166 Million
- Q1 2025
A detailed history of Tower View Investment Management & Research LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Tower View Investment Management & Research LLC holds 1,035 shares of SCHZ stock, worth $23,732. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,035Holding current value
$23,732% of portfolio
0.01%Shares
2 transactions
Others Institutions Holding SCHZ
# of Institutions
691Shares Held
168MCall Options Held
200Put Options Held
1.5K-
Jpmorgan Chase & CO New York, NY11.7MShares$269 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.63MShares$198 Million0.05% of portfolio
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Avantax Planning Partners, Inc.6.51MShares$149 Million5.36% of portfolio
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Rockbridge Investment Management, Lcc Syracuse, NY6.27MShares$144 Million18.24% of portfolio
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Charles Schwab Trust CO5.41MShares$124 Million10.66% of portfolio