Bartlett & Co. Wealth Management LLC Schwab Us Aggregate Bond ETF Transaction History
Bartlett & Co. Wealth Management LLC
- $6.59 Trillion
- Q2 2024
A detailed history of Bartlett & Co. Wealth Management LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 25,266 shares of SCHZ stock, worth $1.2 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
25,266
Previous 47,872
47.22%
Holding current value
$1.2 Million
Previous $2.2 Billion
47.7%
% of portfolio
0.02%
Previous 0.03%
Shares
26 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$1.61 Billion0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY5.64MShares$269 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.4MShares$162 Million5.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.68MShares$128 Million0.03% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.59MShares$123 Million16.7% of portfolio