Avion Wealth Schwab Us Aggregate Bond ETF Transaction History
Avion Wealth
- $389 Million
- Q4 2024
A detailed history of Avion Wealth transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Avion Wealth holds 66,329 shares of SCHZ stock, worth $1.53 Million. This represents 0.39% of its overall portfolio holdings.
Number of Shares
66,329
Previous 28,153
135.6%
Holding current value
$1.53 Million
Previous $1.34 Million
12.57%
% of portfolio
0.39%
Previous 0.35%
Shares
18 transactions
Others Institutions Holding SCHZ
# of Institutions
682Shares Held
163MCall 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 CO5.9MShares$136 Million11.76% of portfolio