Regimen Wealth, LLC Schwab Us Aggregate Bond ETF Transaction History
Regimen Wealth, LLC
- $290 Billion
- Q2 2024
A detailed history of Regimen Wealth, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Regimen Wealth, LLC holds 5,954 shares of SCHZ stock, worth $136,227. This represents 0.09% of its overall portfolio holdings.
Number of Shares
5,954Holding current value
$136,227% of portfolio
0.09%Shares
1 transactions
Others Institutions Holding SCHZ
# of Institutions
629Shares Held
111MCall Options Held
100Put Options Held
1.8K-
Charles Schwab Investment Management Inc San Francisco, CA33.8MShares$774 Million0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY6.33MShares$145 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.4MShares$77.8 Million5.0% of portfolio
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Charles Schwab Trust CO2.9MShares$66.4 Million12.11% of portfolio
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Rockbridge Investment Management, Lcc Syracuse, NY2.85MShares$65.2 Million17.53% of portfolio