Alera Investment Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History
Alera Investment Advisors, LLC
- $822 Million
- Q2 2024
A detailed history of Alera Investment Advisors, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Alera Investment Advisors, LLC holds 269,879 shares of SCHZ stock, worth $12.9 Million. This represents 1.5% of its overall portfolio holdings.
Number of Shares
269,879Holding current value
$12.9 Million% of portfolio
1.5%Shares
1 transactions
Others Institutions Holding SCHZ
# of Institutions
624Shares Held
107MCall Options Held
100Put Options Held
1.8K-
Charles Schwab Investment Management Inc San Francisco, CA33.8MShares$1.61 Billion0.3% of portfolio
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Jpmorgan Chase & CO New York, NY5.64MShares$269 Million0.02% of portfolio
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Avantax Planning Partners, Inc.3.4MShares$162 Million5.0% of portfolio
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Ameriprise Financial Inc Minneapolis, MN2.68MShares$128 Million0.03% of portfolio
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Rockbridge Investment Management, Lcc Syracuse, NY2.59MShares$123 Million16.7% of portfolio