Glass Jacobson Investment Advisors LLC Schwab Us Aggregate Bond ETF Transaction History
Glass Jacobson Investment Advisors LLC
- $275 Billion
- Q2 2024
A detailed history of Glass Jacobson Investment Advisors LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Glass Jacobson Investment Advisors LLC holds 3,250 shares of SCHZ stock, worth $152,360. This represents 0.05% of its overall portfolio holdings.
Number of Shares
3,250
Previous 3,250
-0.0%
Holding current value
$152,360
Previous $150 Million
0.91%
% of portfolio
0.05%
Previous 0.06%
Shares
1 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$1.58 Billion0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY5.64MShares$264 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.4MShares$159 Million5.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.68MShares$126 Million0.03% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.59MShares$121 Million16.7% of portfolio