Oregon Pacific Wealth Management, LLC Schwab Us Aggregate Bond ETF Transaction History
Oregon Pacific Wealth Management, LLC
- $102 Billion
- Q4 2024
A detailed history of Oregon Pacific Wealth Management, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Oregon Pacific Wealth Management, LLC holds 17,767 shares of SCHZ stock, worth $413,260. This represents 0.4% of its overall portfolio holdings.
Number of Shares
17,767Holding current value
$413,260% of portfolio
0.4%Shares
1 transactions
Others Institutions Holding SCHZ
# of Institutions
683Shares Held
163MCall Options Held
200Put Options Held
1.5K-
Jpmorgan Chase & CO New York, NY11.7MShares$273 Million0.02% of portfolio
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Ameriprise Financial Inc Minneapolis, MN8.63MShares$201 Million0.05% of portfolio
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Avantax Planning Partners, Inc.6.51MShares$151 Million5.36% of portfolio
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Rockbridge Investment Management, Lcc Syracuse, NY6.27MShares$146 Million18.24% of portfolio
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Charles Schwab Trust CO5.9MShares$137 Million11.76% of portfolio