Burns J W & CO Inc Schwab Us Aggregate Bond ETF Transaction History
Burns J W & CO Inc
- $767 Million
- Q3 2024
A detailed history of Burns J W & CO Inc transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Burns J W & CO Inc holds 7,000 shares of SCHZ stock, worth $159,110. This represents 0.04% of its overall portfolio holdings.
Number of Shares
7,000
Previous 7,000
-0.0%
Holding current value
$159,110
Previous $319,000
4.08%
% of portfolio
0.04%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding SCHZ
# of Institutions
628Shares Held
83MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$144 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.15MShares$94.3 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.3.14MShares$71.3 Million5.37% of portfolio
-
Charles Schwab Trust CO2.9MShares$65.9 Million12.11% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.85MShares$64.7 Million17.53% of portfolio