Apcm Wealth Management For Individuals Schwab Us Aggregate Bond ETF Transaction History
Apcm Wealth Management For Individuals
- $644 Million
- Q2 2024
A detailed history of Apcm Wealth Management For Individuals transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Apcm Wealth Management For Individuals holds 30,662 shares of SCHZ stock, worth $1.45 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
30,662
Previous 29,365
4.42%
Holding current value
$1.45 Million
Previous $1.35 Million
3.48%
% of portfolio
0.22%
Previous 0.2%
Shares
26 transactions
Others Institutions Holding SCHZ
# of Institutions
623Shares Held
107MCall Options Held
100Put Options Held
1.8K-
Charles Schwab Investment Management Inc San Francisco, CA33.8MShares$1.6 Billion0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY5.64MShares$268 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.4MShares$161 Million5.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.68MShares$127 Million0.03% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.59MShares$123 Million16.7% of portfolio