Rockbridge Investment Management, LCC
Position in SCHZ — Schwab U.S. Aggregate Bond ETF
CIK 1821984
Syracuse, NY
All Filings in SCHZ
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SCHZ | $225,085,322 | 9,693,597 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 SCHZ | $209,346,940 | 8,957,935 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 SCHZ | $186,793,927 | 7,958,838 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 SCHZ | $171,578,131 | 7,382,880 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 SCHZ | $159,922,602 | 6,905,121 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 SCHZ | $142,333,494 | 6,270,198 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 SCHZ | — | 2,848,603 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 SCHZ | — | 2,585,131 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 SCHZ | — | 2,433,774 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 SCHZ | — | 2,240,408 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 SCHZ | — | 2,074,712 | Shares | Sole | 2024-05-28 | |
| 2023-06-30 SCHZ | — | 1,967,402 | Shares | Sole | 2024-05-28 | |
| 2023-03-31 SCHZ | — | 1,837,647 | Shares | Sole | 2024-05-28 | |
| 2022-12-31 SCHZ | — | 1,675,579 | Shares | Sole | 2024-05-28 | |
| 2022-09-30 SCHZ | — | 1,614,562 | Shares | Sole | 2024-05-28 | |
| 2022-06-30 SCHZ | — | 1,565,886 | Shares | Sole | 2024-05-28 | |
| 2022-03-31 SCHZ | — | 1,510,055 | Shares | Sole | 2024-05-28 | |
| 2021-12-31 SCHZ | — | 1,405,496 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 SCHZ | — | 1,269,131 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 SCHZ | — | 1,149,053 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 SCHZ | — | 994,504 | Shares | Sole | 2021-05-20 | |
| 2020-12-31 SCHZ | — | 841,989 | Shares | Sole | 2021-03-04 | |
| 2020-09-30 SCHZ | — | 718,456 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 SCHZ | — | 568,048 | Shares | Sole | 2020-08-20 | |
| No filing history on record for this holder in this stock. | ||||||