Park Edge Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History
Park Edge Advisors, LLC
- $294 Million
- Q2 2024
A detailed history of Park Edge Advisors, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Park Edge Advisors, LLC holds 7,623 shares of SCHZ stock, worth $357,366. This represents 0.12% of its overall portfolio holdings.
Number of Shares
7,623
Previous 12,497
39.0%
Holding current value
$357,366
Previous $574,000
39.55%
% of portfolio
0.12%
Previous 0.17%
Shares
7 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