Wealthgarden F.S. LLC Schwab Us Aggregate Bond ETF Transaction History
Wealthgarden F.S. LLC
- $1.64 Trillion
- Q3 2024
A detailed history of Wealthgarden F.S. LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Wealthgarden F.S. LLC holds 39,398 shares of SCHZ stock, worth $904,578. This represents 0.11% of its overall portfolio holdings.
Number of Shares
39,398
Previous 7,038
459.79%
Holding current value
$904,578
Previous $321 Million
483.58%
% of portfolio
0.11%
Previous 0.34%
Shares
3 transactions
Others Institutions Holding SCHZ
# of Institutions
628Shares Held
82.9MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$145 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.15MShares$95.3 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.3.14MShares$72 Million5.37% of portfolio
-
Charles Schwab Trust CO2.9MShares$66.6 Million12.11% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.85MShares$65.4 Million17.53% of portfolio