Western Financial Corp/Ca Schwab Us Aggregate Bond ETF Transaction History
Western Financial Corp/Ca
- $182 Billion
- Q4 2024
A detailed history of Western Financial Corp/Ca transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Western Financial Corp/Ca holds 37,048 shares of SCHZ stock, worth $846,176. This represents 0.46% of its overall portfolio holdings.
Number of Shares
37,048
Previous 22,318
66.0%
Holding current value
$846,176
Previous $1.06 Billion
20.7%
% of portfolio
0.46%
Previous 0.6%
Shares
9 transactions
Others Institutions Holding SCHZ
# of Institutions
648Shares Held
124MCall Options Held
100Put Options Held
0-
Avantax Planning Partners, Inc.6.51MShares$149 Million5.36% of portfolio
-
Jpmorgan Chase & CO New York, NY6.33MShares$145 Million0.02% of portfolio
-
Charles Schwab Trust CO5.9MShares$135 Million11.76% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.15MShares$94.8 Million0.05% of portfolio
-
Total Wealth Planning, LLC3.57MShares$81.5 Million13.4% of portfolio