Assetmark, Inc Schwab Us Aggregate Bond ETF Transaction History
Assetmark, Inc
- $34.9 Billion
- Q3 2024
A detailed history of Assetmark, Inc transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Assetmark, Inc holds 453 shares of SCHZ stock, worth $10,369. This represents 0.0% of its overall portfolio holdings.
Number of Shares
453
Previous 40
1032.5%
Holding current value
$10,369
Previous $1,000
2000.0%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding SCHZ
# of Institutions
627Shares Held
81.6MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$145 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.15MShares$95 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.3.14MShares$71.8 Million5.37% of portfolio
-
Charles Schwab Trust CO2.9MShares$66.4 Million12.11% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.85MShares$65.2 Million17.53% of portfolio