Tucker Asset Management LLC Schwab Us Aggregate Bond ETF Transaction History
Tucker Asset Management LLC
- $332 Billion
- Q3 2025
A detailed history of Tucker Asset Management LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Tucker Asset Management LLC holds 1,250 shares of SCHZ stock, worth $29,250. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,250
Previous 1,250
-0.0%
Holding current value
$29,250
Previous $29.1 Million
0.99%
% of portfolio
0.01%
Previous 0.01%
Shares
2 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
-
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