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 $3,210. This represents 0.01% of its overall portfolio holdings.
Number of Shares
140Holding current value
$3,210% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding SCHZ
# of Institutions
628Shares Held
82.5MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$145 Million0.02% of portfolio
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Ameriprise Financial Inc Minneapolis, MN4.15MShares$95.2 Million0.05% of portfolio
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Avantax Planning Partners, Inc.3.14MShares$71.9 Million5.37% 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