Boyer & Corporon Wealth Management, LLC Schwab Us Aggregate Bond ETF Transaction History
Boyer & Corporon Wealth Management, LLC
- $291 Million
- Q1 2024
A detailed history of Boyer & Corporon Wealth Management, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Boyer & Corporon Wealth Management, LLC holds 33,775 shares of SCHZ stock, worth $1.55 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
33,775
Previous 32,505
3.91%
Holding current value
$1.55 Million
Previous $1.52 Million
2.51%
% of portfolio
0.53%
Previous 0.51%
Shares
27 transactions
Others Institutions Holding SCHZ
# of Institutions
604Shares Held
106MCall Options Held
600Put Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA32.2MShares$1.48 Billion0.34% of portfolio
-
Jpmorgan Chase & CO New York, NY4.48MShares$206 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.59MShares$165 Million5.38% of portfolio
-
Capital Management Associates, Inc Minneapolis, MN3.45MShares$159 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.56MShares$118 Million0.03% of portfolio