Burns Matteson Capital Management, LLC Schwab Us Aggregate Bond ETF Transaction History
Burns Matteson Capital Management, LLC
- $178 Billion
- Q3 2024
A detailed history of Burns Matteson Capital Management, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Burns Matteson Capital Management, LLC holds 4,662 shares of SCHZ stock, worth $106,899. This represents 0.12% of its overall portfolio holdings.
Number of Shares
4,662
Previous 7,156
34.85%
Holding current value
$106,899
Previous $326 Million
32.08%
% of portfolio
0.12%
Previous 0.2%
Shares
16 transactions
Others Institutions Holding SCHZ
# of Institutions
627Shares Held
81.7MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$145 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.15MShares$95.2 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.3.14MShares$71.9 Million5.37% of portfolio
-
Charles Schwab Trust CO2.9MShares$66.5 Million12.11% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.85MShares$65.3 Million17.53% of portfolio