Vertex Planning Partners, LLC Schwab Us Aggregate Bond ETF Transaction History
Vertex Planning Partners, LLC
- $361 Billion
- Q1 2024
A detailed history of Vertex Planning Partners, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 27,645 shares of SCHZ stock, worth $1.26 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
27,645
Previous 21,778
26.94%
Holding current value
$1.26 Million
Previous $1.02 Billion
25.25%
% of portfolio
0.35%
Previous 0.3%
Shares
6 transactions
Others Institutions Holding SCHZ
# of Institutions
603Shares Held
105MCall Options Held
600Put Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA32.2MShares$1.47 Billion0.34% of portfolio
-
Jpmorgan Chase & CO New York, NY4.48MShares$204 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.59MShares$164 Million5.38% of portfolio
-
Capital Management Associates, Inc Minneapolis, MN3.45MShares$157 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.56MShares$117 Million0.03% of portfolio