Bcs Wealth Management Schwab Us Aggregate Bond ETF Transaction History
Bcs Wealth Management
- $389 Million
- Q1 2025
A detailed history of Bcs Wealth Management transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Bcs Wealth Management holds 39,585 shares of SCHZ stock, worth $913,621. This represents 0.24% of its overall portfolio holdings.
Number of Shares
39,585
Previous 40,380
1.97%
Holding current value
$913,621
Previous $917,000
-0.0%
% of portfolio
0.24%
Previous 0.23%
Shares
18 transactions
Others Institutions Holding SCHZ
# of Institutions
686Shares Held
168MCall Options Held
200Put Options Held
1.5K-
Jpmorgan Chase & CO New York, NY11.7MShares$271 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.63MShares$199 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.6.51MShares$150 Million5.36% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY6.27MShares$145 Million18.24% of portfolio
-
Charles Schwab Trust CO5.41MShares$125 Million10.66% of portfolio