Bond & Devick Financial Network, Inc. Schwab Us Aggregate Bond ETF Transaction History
Bond & Devick Financial Network, Inc.
- $201 Million
- Q4 2024
A detailed history of Bond & Devick Financial Network, Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Bond & Devick Financial Network, Inc. holds 274,050 shares of SCHZ stock, worth $6.29 Million. This represents 3.09% of its overall portfolio holdings.
Number of Shares
274,050
Previous 274,050
-0.0%
Holding current value
$6.29 Million
Previous $13 Million
52.23%
% of portfolio
3.09%
Previous 5.67%
Shares
16 transactions
Others Institutions Holding SCHZ
# of Institutions
679Shares Held
163MCall Options Held
200Put Options Held
1.5K-
Jpmorgan Chase & CO New York, NY11.7MShares$269 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.63MShares$198 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.6.51MShares$150 Million5.36% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY6.27MShares$144 Million18.24% of portfolio
-
Charles Schwab Trust CO5.9MShares$135 Million11.76% of portfolio