Bigelow Investment Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History
Bigelow Investment Advisors, LLC
- $203 Million
- Q1 2024
A detailed history of Bigelow Investment Advisors, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Bigelow Investment Advisors, LLC holds 30,092 shares of SCHZ stock, worth $1.36 Million. This represents 0.68% of its overall portfolio holdings.
Number of Shares
30,092
Previous 31,313
3.9%
Holding current value
$1.36 Million
Previous $1.46 Million
5.14%
% of portfolio
0.68%
Previous 0.79%
Shares
25 transactions
Others Institutions Holding SCHZ
# of Institutions
603Shares Held
105MCall Options Held
600Put Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA32.2MShares$1.46 Billion0.34% of portfolio
-
Jpmorgan Chase & CO New York, NY4.48MShares$203 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.59MShares$163 Million5.38% of portfolio
-
Capital Management Associates, Inc Minneapolis, MN3.45MShares$156 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.56MShares$116 Million0.03% of portfolio