Accredited Wealth Management, LLC Schwab Us Aggregate Bond ETF Transaction History
Accredited Wealth Management, LLC
- $114 Billion
- Q4 2024
A detailed history of Accredited Wealth Management, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Accredited Wealth Management, LLC holds 4,285 shares of SCHZ stock, worth $97,869. This represents 0.09% of its overall portfolio holdings.
Number of Shares
4,285Holding current value
$97,869% of portfolio
0.09%Shares
1 transactions
Others Institutions Holding SCHZ
# of Institutions
678Shares Held
163MCall Options Held
200Put Options Held
1.5K-
Jpmorgan Chase & CO New York, NY11.7MShares$268 Million0.02% of portfolio
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Ameriprise Financial Inc Minneapolis, MN8.63MShares$197 Million0.05% of portfolio
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Avantax Planning Partners, Inc.6.51MShares$149 Million5.36% of portfolio
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Rockbridge Investment Management, Lcc Syracuse, NY6.27MShares$143 Million18.24% of portfolio
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Charles Schwab Trust CO5.9MShares$135 Million11.76% of portfolio