Beacon Bridge Wealth Partners, LLC Schwab Us Aggregate Bond ETF Transaction History
Beacon Bridge Wealth Partners, LLC
- $212 Billion
- Q1 2024
A detailed history of Beacon Bridge Wealth Partners, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Beacon Bridge Wealth Partners, LLC holds 191,431 shares of SCHZ stock, worth $8.83 Million. This represents 4.16% of its overall portfolio holdings.
Number of Shares
191,431
Previous 188,458
1.58%
Holding current value
$8.83 Million
Previous $8.79 Billion
0.23%
% of portfolio
4.16%
Previous 4.38%
Shares
3 transactions
Others Institutions Holding SCHZ
# of Institutions
602Shares Held
107MCall Options Held
600Put Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA32.2MShares$1.48 Billion0.34% of portfolio
-
Jpmorgan Chase & CO New York, NY4.48MShares$207 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.59MShares$166 Million5.38% of portfolio
-
Capital Management Associates, Inc Minneapolis, MN3.45MShares$159 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.56MShares$118 Million0.03% of portfolio