Apcm Wealth Management For Individuals Schwab Us Aggregate Bond ETF Call Options Transaction History

Apcm Wealth Management For Individuals

$664 Million
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SCHZ

# of Institutions

628

Shares Held

83M

Call Options Held

100

Put Options Held

0

Jpmorgan Chase & CO New York, NY

6.33M
Shares

$144 Million
0.02% of portfolio
Ameriprise Financial Inc Minneapolis, MN

4.15M
Shares

$94.3 Million
0.05% of portfolio
Avantax Planning Partners, Inc.

3.14M
Shares

$71.3 Million
5.37% of portfolio
Charles Schwab Trust CO

2.9M
Shares

$65.9 Million
12.11% of portfolio
Rockbridge Investment Management, Lcc Syracuse, NY

2.85M
Shares

$64.7 Million
17.53% of portfolio

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
Sector ETFs
Industry ETFs

More about SCHZ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Apcm Wealth Management For Individuals, based on Form 13F filings with the SEC.

News

Stay updated on Apcm Wealth Management For Individuals with notifications on news.