Boulder Wealth Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History
Boulder Wealth Advisors, LLC
- $112 Million
- Q4 2022
A detailed history of Boulder Wealth Advisors, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Boulder Wealth Advisors, LLC holds 140 shares of SCHZ stock, worth $3,208. This represents 0.01% of its overall portfolio holdings.
Number of Shares
140Holding current value
$3,208% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding SCHZ
# of Institutions
630Shares Held
110MCall Options Held
100Put Options Held
1.8K-
Charles Schwab Investment Management Inc San Francisco, CA33.8MShares$775 Million0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY5.64MShares$129 Million0.02% of portfolio
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Avantax Planning Partners, Inc.3.4MShares$77.9 Million5.0% of portfolio
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Charles Schwab Trust CO2.9MShares$66.5 Million12.11% of portfolio
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Rockbridge Investment Management, Lcc Syracuse, NY2.85MShares$65.3 Million17.53% of portfolio