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 $6,640. This represents 0.01% of its overall portfolio holdings.
Number of Shares
140Holding current value
$6,640% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding SCHZ
# of Institutions
623Shares 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
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Avantax Planning Partners, Inc.3.4MShares$161 Million5.0% of portfolio
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Ameriprise Financial Inc Minneapolis, MN2.68MShares$127 Million0.03% of portfolio
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Rockbridge Investment Management, Lcc Syracuse, NY2.59MShares$123 Million16.7% of portfolio