Badgley Phelps Wealth Managers, LLC Schwab Us Aggregate Bond ETF Transaction History
Badgley Phelps Wealth Managers, LLC
- $4.25 Billion
- Q3 2024
A detailed history of Badgley Phelps Wealth Managers, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Badgley Phelps Wealth Managers, LLC holds 10,030 shares of SCHZ stock, worth $230,589. This represents 0.01% of its overall portfolio holdings.
Number of Shares
10,030
Previous 9,995
0.35%
Holding current value
$230,589
Previous $455,000
4.62%
% of portfolio
0.01%
Previous 0.01%
Shares
6 transactions
Others Institutions Holding SCHZ
# of Institutions
628Shares Held
82.9MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$146 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.15MShares$95.4 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.3.14MShares$72.1 Million5.37% of portfolio
-
Charles Schwab Trust CO2.9MShares$66.7 Million12.11% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.85MShares$65.5 Million17.53% of portfolio