Alliance Wealth Management Group Schwab Us Aggregate Bond ETF Transaction History
Alliance Wealth Management Group
- $347 Million
- Q1 2024
A detailed history of Alliance Wealth Management Group transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Alliance Wealth Management Group holds 517,757 shares of SCHZ stock, worth $23.7 Million. This represents 6.86% of its overall portfolio holdings.
Number of Shares
517,757
Previous 509,553
1.61%
Holding current value
$23.7 Million
Previous $23.8 Million
0.26%
% of portfolio
6.86%
Previous 7.26%
Shares
26 transactions
Others Institutions Holding SCHZ
# of Institutions
604Shares Held
105MCall Options Held
600Put Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA32.2MShares$1.47 Billion0.34% of portfolio
-
Jpmorgan Chase & CO New York, NY4.48MShares$205 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.59MShares$165 Million5.38% of portfolio
-
Capital Management Associates, Inc Minneapolis, MN3.45MShares$158 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.56MShares$117 Million0.03% of portfolio