Imprint Wealth LLC Schwab Us Aggregate Bond ETF Transaction History

Imprint Wealth LLC

$412 Billion
Q1 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 15, 2023	BUY	$45.86 - $47.33 $759,946 - $784,305	16,571 New	16,571 $16.6 Million

Others Institutions Holding SCHZ

# of Institutions

628

Shares Held

82.5M

Call Options Held

100

Put Options Held

0

Jpmorgan Chase & CO New York, NY

6.33M
Shares

$147 Million
0.02% of portfolio
Ameriprise Financial Inc Minneapolis, MN

4.15M
Shares

$96.2 Million
0.05% of portfolio
Avantax Planning Partners, Inc.

3.14M
Shares

$72.6 Million
5.37% of portfolio
Charles Schwab Trust CO

2.9M
Shares

$67.2 Million
12.11% of portfolio
Rockbridge Investment Management, Lcc Syracuse, NY

2.85M
Shares

$66 Million
17.53% of portfolio

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
Sector ETFs
Industry ETFs

More about SCHZ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Imprint Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Imprint Wealth LLC with notifications on news.