CUSIP 808524839US AGGREGATE BSCHZQ4 2025
Aggregate 13F value by quarter
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648 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Jpmorgan Chase & Co | 12.59M | $294.19M | +451.8K | Added |
| 2 | Rockbridge Investment Management, Lcc | 8.96M | $209.35M | +999.1K | Added |
| 3 | Avantax Planning Partners, Inc. | 7.45M | $174.04M | +264.3K | Added |
| 4 | Ameriprise Financial Inc | 6.37M | $148.82M |
| +141.2K |
| Added |
| 5 | Charles Schwab Trust Co | 6.22M | $145.25M | +268.4K | Added |
| 6 | Financial Engines Advisors L.L.C. | 5.40M | $126.12M | −31.1K | Reduced |
| 7 | Hightower Advisors, LLC | 4.12M | $96.24M | +305.0K | Added |
| 8 | Wealth Enhancement Advisory Services, LLC | 3.95M | $92.47M | +321.3K | Added |
| 9 | Goldman Sachs Group Inc | 3.75M | $87.61M | +524.3K | Added |
| 10 | Onedigital Investment Advisors LLC | 3.12M | $72.87M | −201.3K | Reduced |
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