Park Edge Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History
Park Edge Advisors, LLC
- $305 Million
- Q4 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 43,964 shares of SCHZ stock, worth $1.02 Million. This represents 0.33% of its overall portfolio holdings.
Number of Shares
43,964
Previous 7,580
480.0%
Holding current value
$1.02 Million
Previous $360,000
176.94%
% of portfolio
0.33%
Previous 0.12%
Shares
9 transactions
Others Institutions Holding SCHZ
# of Institutions
682Shares Held
163MCall Options Held
200Put Options Held
1.5K-
Jpmorgan Chase & CO New York, NY11.7MShares$272 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.63MShares$200 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.6.51MShares$151 Million5.36% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY6.27MShares$145 Million18.24% of portfolio
-
Charles Schwab Trust CO5.9MShares$137 Million11.76% of portfolio