Certus Wealth Management, LLC Schwab Us Aggregate Bond ETF Transaction History
Certus Wealth Management, LLC
- $130 Million
- Q2 2024
A detailed history of Certus Wealth Management, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Certus Wealth Management, LLC holds 6,132 shares of SCHZ stock, worth $287,468. This represents 0.22% of its overall portfolio holdings.
Number of Shares
6,132
Previous 6,459
5.06%
Holding current value
$287,468
Previous $297,000
6.06%
% of portfolio
0.22%
Previous 0.23%
Shares
4 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