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 $228,082. This represents 0.01% of its overall portfolio holdings.
Number of Shares
10,030
Previous 9,995
0.35%
Holding current value
$228,082
Previous $455,000
4.62%
% of portfolio
0.01%
Previous 0.01%
Shares
6 transactions
Others Institutions Holding SCHZ
# of Institutions
630Shares Held
105MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$144 Million0.02% of portfolio
-
Charles Schwab Trust CO5.9MShares$134 Million11.76% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.15MShares$94.4 Million0.05% of portfolio
-
Total Wealth Planning, LLC3.57MShares$81.2 Million13.4% of portfolio
-
Avantax Planning Partners, Inc.3.14MShares$71.3 Million5.37% of portfolio