Gwn Securities Inc. Schwab Us Aggregate Bond ETF Transaction History
Gwn Securities Inc.
- $1.77 Trillion
- Q1 2025
A detailed history of Gwn Securities Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Gwn Securities Inc. holds 55,006 shares of SCHZ stock, worth $1.28 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
55,006Holding current value
$1.28 Million% of portfolio
0.07%Shares
1 transactions
Others Institutions Holding SCHZ
# of Institutions
702Shares Held
173MCall Options Held
1.7KPut Options Held
0-
Jpmorgan Chase & CO New York, NY12.3MShares$285 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.35MShares$171 Million0.05% of portfolio
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Rockbridge Investment Management, Lcc Syracuse, NY6.91MShares$160 Million18.93% of portfolio
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Avantax Planning Partners, Inc.6.79MShares$157 Million5.6% of portfolio
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Charles Schwab Trust CO5.41MShares$126 Million10.66% of portfolio