Pineridge Advisors LLC Schwab Us Aggregate Bond ETF Transaction History
Pineridge Advisors LLC
- $265 Billion
- Q4 2024
A detailed history of Pineridge Advisors LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Pineridge Advisors LLC holds 572 shares of SCHZ stock, worth $13,104. This represents 0.0% of its overall portfolio holdings.
Number of Shares
572
Previous 286
100.0%
Holding current value
$13,104
Previous $13.6 Million
4.47%
% of portfolio
0.0%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding SCHZ
# of Institutions
648Shares Held
124MCall Options Held
100Put Options Held
0-
Avantax Planning Partners, Inc.6.51MShares$149 Million5.36% of portfolio
-
Jpmorgan Chase & CO New York, NY6.33MShares$145 Million0.02% of portfolio
-
Charles Schwab Trust CO5.9MShares$135 Million11.76% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.15MShares$95.1 Million0.05% of portfolio
-
Total Wealth Planning, LLC3.57MShares$81.8 Million13.4% of portfolio