Quotient Wealth Partners, LLC Schwab Us Aggregate Bond ETF Transaction History
Quotient Wealth Partners, LLC
- $3.13 Trillion
- Q1 2025
A detailed history of Quotient Wealth Partners, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Quotient Wealth Partners, LLC holds 18,371 shares of SCHZ stock, worth $426,207. This represents 0.01% of its overall portfolio holdings.
Number of Shares
18,371Holding current value
$426,207% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding SCHZ
# of Institutions
687Shares Held
168MCall Options Held
200Put Options Held
1.5K-
Jpmorgan Chase & CO New York, NY11.7MShares$272 Million0.02% of portfolio
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Ameriprise Financial Inc Minneapolis, MN8.63MShares$200 Million0.05% of portfolio
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Avantax Planning Partners, Inc.6.79MShares$157 Million5.6% of portfolio
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Rockbridge Investment Management, Lcc Syracuse, NY6.27MShares$145 Million18.24% of portfolio
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Charles Schwab Trust CO5.41MShares$126 Million10.66% of portfolio