Baldrige Asset Management LLC Schwab Us Aggregate Bond ETF Transaction History
Baldrige Asset Management LLC
- $244 Million
- Q1 2023
A detailed history of Baldrige Asset Management LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Baldrige Asset Management LLC holds 26,516 shares of SCHZ stock, worth $1.25 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
26,516
Previous 25,888
2.43%
Holding current value
$1.25 Million
Previous $1.18 Million
5.25%
% of portfolio
0.51%
Previous 0.53%
Shares
17 transactions
Others Institutions Holding SCHZ
# of Institutions
625Shares Held
107MCall Options Held
100Put Options Held
1.8K-
Charles Schwab Investment Management Inc San Francisco, CA33.8MShares$1.6 Billion0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY5.64MShares$266 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.4MShares$160 Million5.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.68MShares$127 Million0.03% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.59MShares$122 Million16.7% of portfolio