Caliber Wealth Management, LLC / Ks Schwab Us Aggregate Bond ETF Transaction History
Caliber Wealth Management, LLC / Ks
- $733 Billion
- Q1 2025
A detailed history of Caliber Wealth Management, LLC / Ks transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Caliber Wealth Management, LLC / Ks holds 9,987 shares of SCHZ stock, worth $229,501. This represents 0.03% of its overall portfolio holdings.
Number of Shares
9,987Holding current value
$229,501% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding SCHZ
# of Institutions
705Shares Held
174MCall Options Held
1.7KPut Options Held
0-
Jpmorgan Chase & CO New York, NY12.3MShares$282 Million0.02% of portfolio
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Ameriprise Financial Inc Minneapolis, MN7.35MShares$169 Million0.05% of portfolio
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Rockbridge Investment Management, Lcc Syracuse, NY6.91MShares$159 Million18.93% of portfolio
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Avantax Planning Partners, Inc.6.79MShares$156 Million5.6% of portfolio
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Charles Schwab Trust CO5.41MShares$124 Million10.66% of portfolio