Aspire Wealth Management Corp Schwab Us Aggregate Bond ETF Transaction History
Aspire Wealth Management Corp
- $174 Million
- Q3 2024
A detailed history of Aspire Wealth Management Corp transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Aspire Wealth Management Corp holds 2,654 shares of SCHZ stock, worth $61,254. This represents 0.07% of its overall portfolio holdings.
Number of Shares
2,654
Previous 2,665
0.41%
Holding current value
$61,254
Previous $121,000
4.13%
% of portfolio
0.07%
Previous 0.07%
Shares
12 transactions
Others Institutions Holding SCHZ
# of Institutions
686Shares Held
168MCall Options Held
200Put Options Held
1.5K-
Jpmorgan Chase & CO New York, NY11.7MShares$271 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.63MShares$199 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.6.51MShares$150 Million5.36% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY6.27MShares$145 Million18.24% of portfolio
-
Charles Schwab Trust CO5.41MShares$125 Million10.66% of portfolio