Waycross Investment Management CO Schwab Us Aggregate Bond ETF Transaction History
Waycross Investment Management CO
- $104 Billion
- Q2 2024
A detailed history of Waycross Investment Management CO transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Waycross Investment Management CO holds 175,505 shares of SCHZ stock, worth $8.32 Million. This represents 7.72% of its overall portfolio holdings.
Number of Shares
175,505
Previous 182,396
3.78%
Holding current value
$8.32 Million
Previous $8.39 Billion
4.66%
% of portfolio
7.72%
Previous 7.82%
Shares
3 transactions
Others Institutions Holding SCHZ
# of Institutions
625Shares Held
107MCall Options Held
100Put Options Held
1.8K-
Charles Schwab Investment Management Inc San Francisco, CA33.8MShares$1.6 Billion0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY5.64MShares$268 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.4MShares$161 Million5.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.68MShares$127 Million0.03% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.59MShares$123 Million16.7% of portfolio