Blue Sky Wealth Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History
Blue Sky Wealth Advisors, LLC
- $594 Million
- Q2 2024
A detailed history of Blue Sky Wealth Advisors, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Blue Sky Wealth Advisors, LLC holds 941,446 shares of SCHZ stock, worth $44.7 Million. This represents 7.22% of its overall portfolio holdings.
Number of Shares
941,446Holding current value
$44.7 Million% of portfolio
7.22%Shares
28 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$1.6 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