Adamsbrown Wealth Consultants LLC Schwab Us Aggregate Bond ETF Transaction History
Adamsbrown Wealth Consultants LLC
- $256 Million
- Q2 2024
A detailed history of Adamsbrown Wealth Consultants LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Adamsbrown Wealth Consultants LLC holds 26,357 shares of SCHZ stock, worth $1.21 Million. This represents 0.47% of its overall portfolio holdings.
Number of Shares
26,357
Previous 29,104
9.44%
Holding current value
$1.21 Million
Previous $1.34 Million
10.24%
% of portfolio
0.47%
Previous 0.54%
Shares
11 transactions
Others Institutions Holding SCHZ
# of Institutions
605Shares Held
106MCall Options Held
600Put Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA32.2MShares$1.48 Billion0.34% of portfolio
-
Jpmorgan Chase & CO New York, NY4.48MShares$206 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.59MShares$165 Million5.38% of portfolio
-
Capital Management Associates, Inc Minneapolis, MN3.45MShares$159 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.56MShares$118 Million0.03% of portfolio