Walker Financial Services, Inc. Schwab Us Aggregate Bond ETF Transaction History
Walker Financial Services, Inc.
- $128 Billion
- Q2 2024
A detailed history of Walker Financial Services, Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Walker Financial Services, Inc. holds 9,980 shares of SCHZ stock, worth $473,351. This represents 0.36% of its overall portfolio holdings.
Number of Shares
9,980
Previous 10,259
2.72%
Holding current value
$473,351
Previous $472 Million
3.6%
% of portfolio
0.36%
Previous 0.39%
Shares
9 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$1.6 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