Ballast Advisors LLC Schwab Us Aggregate Bond ETF Transaction History
Ballast Advisors LLC
- $314 Million
- Q2 2024
A detailed history of Ballast Advisors LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Ballast Advisors LLC holds 42,792 shares of SCHZ stock, worth $2.03 Million. This represents 0.62% of its overall portfolio holdings.
Number of Shares
42,792
Previous 40,991
4.39%
Holding current value
$2.03 Million
Previous $1.89 Million
3.45%
% of portfolio
0.62%
Previous 0.64%
Shares
19 transactions
Others Institutions Holding SCHZ
# of Institutions
623Shares 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$268 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.4MShares$161 Million5.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.68MShares$127 Million0.03% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.59MShares$123 Million16.7% of portfolio