Gen Wealth Partners Inc Schwab Us Aggregate Bond ETF Transaction History
Gen Wealth Partners Inc
- $202 Billion
- Q1 2024
A detailed history of Gen Wealth Partners Inc transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Gen Wealth Partners Inc holds 42,822 shares of SCHZ stock, worth $1.95 Million. This represents 0.98% of its overall portfolio holdings.
Number of Shares
42,822Holding current value
$1.95 Million% of portfolio
0.98%Shares
1 transactions
Others Institutions Holding SCHZ
# of Institutions
603Shares Held
105MCall Options Held
600Put Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA32.2MShares$1.47 Billion0.34% of portfolio
-
Jpmorgan Chase & CO New York, NY4.48MShares$204 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.59MShares$164 Million5.38% of portfolio
-
Capital Management Associates, Inc Minneapolis, MN3.45MShares$157 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.56MShares$117 Million0.03% of portfolio