Strategic Investment Solutions, Inc. /Il Schwab Us Aggregate Bond ETF Transaction History
Strategic Investment Solutions, Inc. /Il
- $334 Billion
- Q3 2024
A detailed history of Strategic Investment Solutions, Inc. /Il transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Strategic Investment Solutions, Inc. /Il holds 474 shares of SCHZ stock, worth $10,868. This represents 0.01% of its overall portfolio holdings.
Number of Shares
474
Previous 438
8.22%
Holding current value
$10,868
Previous $23.7 Million
4.75%
% of portfolio
0.01%
Previous 0.01%
Shares
6 transactions
Others Institutions Holding SCHZ
# of Institutions
628Shares Held
82.5MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$145 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.15MShares$95.2 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.3.14MShares$71.9 Million5.37% of portfolio
-
Charles Schwab Trust CO2.9MShares$66.5 Million12.11% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.85MShares$65.3 Million17.53% of portfolio