Capital Performance Advisors LLP Schwab Us Aggregate Bond ETF Transaction History
Capital Performance Advisors LLP
- $325 Million
- Q3 2024
A detailed history of Capital Performance Advisors LLP transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Capital Performance Advisors LLP holds 68 shares of SCHZ stock, worth $1,549. This represents 0.0% of its overall portfolio holdings.
Number of Shares
68Holding current value
$1,549% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding SCHZ
# of Institutions
626Shares Held
96.6MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$144 Million0.02% of portfolio
-
Charles Schwab Trust CO5.9MShares$134 Million11.76% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.15MShares$94.6 Million0.05% of portfolio
-
Total Wealth Planning, LLC3.57MShares$81.3 Million13.4% of portfolio
-
Avantax Planning Partners, Inc.3.14MShares$71.5 Million5.37% of portfolio