Appleton Group, LLC Schwab Us Aggregate Bond ETF Transaction History
Appleton Group, LLC
- $28.6 Million
- Q3 2023
A detailed history of Appleton Group, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Appleton Group, LLC holds 43,740 shares of SCHZ stock, worth $2.07 Million. This represents 6.76% of its overall portfolio holdings.
Number of Shares
43,740
Previous 45,296
3.44%
Holding current value
$2.07 Million
Previous $2.09 Million
7.46%
% of portfolio
6.76%
Previous 2.92%
Shares
25 transactions
Others Institutions Holding SCHZ
# of Institutions
625Shares 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