Great Waters Wealth Management Schwab Us Aggregate Bond ETF Transaction History
Great Waters Wealth Management
- $655 Billion
- Q2 2024
A detailed history of Great Waters Wealth Management transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Great Waters Wealth Management holds 24,305 shares of SCHZ stock, worth $1.15 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
24,305
Previous 24,979
2.7%
Holding current value
$1.15 Million
Previous $1.15 Billion
3.59%
% of portfolio
0.17%
Previous 0.19%
Shares
7 transactions
Others Institutions Holding SCHZ
# of Institutions
623Shares Held
107MCall Options Held
100Put Options Held
1.8K-
Charles Schwab Investment Management Inc San Francisco, CA33.8MShares$1.6 Billion0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY5.64MShares$268 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.4MShares$161 Million5.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.68MShares$127 Million0.03% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.59MShares$123 Million16.7% of portfolio