Shared Vision Wealth Group LLC Schwab Us Aggregate Bond ETF Transaction History
Shared Vision Wealth Group LLC
- $172 Billion
- Q2 2024
A detailed history of Shared Vision Wealth Group LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 26,212 shares of SCHZ stock, worth $1.21 Million. This represents 0.7% of its overall portfolio holdings.
Number of Shares
26,212
Previous 15,128
73.27%
Holding current value
$1.21 Million
Previous $696 Million
71.69%
% of portfolio
0.7%
Previous 0.43%
Shares
3 transactions
Others Institutions Holding SCHZ
# of Institutions
602Shares Held
107MCall Options Held
600Put Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA32.2MShares$1.48 Billion0.34% of portfolio
-
Jpmorgan Chase & CO New York, NY4.48MShares$207 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.59MShares$166 Million5.38% of portfolio
-
Capital Management Associates, Inc Minneapolis, MN3.45MShares$159 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.56MShares$118 Million0.03% of portfolio