Kings Path Partners LLC Schwab Us Aggregate Bond ETF Transaction History
Kings Path Partners LLC
- $234 Billion
- Q4 2024
A detailed history of Kings Path Partners LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Kings Path Partners LLC holds 124 shares of SCHZ stock, worth $2,828. This represents 0.0% of its overall portfolio holdings.
Number of Shares
124
Previous 62
100.0%
Holding current value
$2,828
Previous $2.95 Million
4.45%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SCHZ
# of Institutions
678Shares Held
163MCall Options Held
200Put Options Held
1.5K-
Jpmorgan Chase & CO New York, NY11.7MShares$267 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.63MShares$197 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.6.51MShares$149 Million5.36% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY6.27MShares$143 Million18.24% of portfolio
-
Charles Schwab Trust CO5.9MShares$135 Million11.76% of portfolio