Austin Private Wealth, LLC Schwab Us Aggregate Bond ETF Transaction History
Austin Private Wealth, LLC
- $1.07 Billion
- Q4 2024
A detailed history of Austin Private Wealth, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Austin Private Wealth, LLC holds 1,193,675 shares of SCHZ stock, worth $27.8 Million. This represents 2.54% of its overall portfolio holdings.
Number of Shares
1,193,675
Previous 534,280
123.42%
Holding current value
$27.8 Million
Previous $25.4 Million
6.73%
% of portfolio
2.54%
Previous 2.48%
Shares
12 transactions
Others Institutions Holding SCHZ
# of Institutions
683Shares Held
163MCall Options Held
200Put Options Held
1.5K-
Jpmorgan Chase & CO New York, NY11.7MShares$273 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.63MShares$201 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.6.51MShares$151 Million5.36% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY6.27MShares$146 Million18.24% of portfolio
-
Charles Schwab Trust CO5.9MShares$137 Million11.76% of portfolio