Cardinal Point Capital Management, Ulc Schwab Us Aggregate Bond ETF Transaction History
Cardinal Point Capital Management, Ulc
- $1.09 Trillion
- Q1 2025
A detailed history of Cardinal Point Capital Management, Ulc transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Cardinal Point Capital Management, Ulc holds 9,606 shares of SCHZ stock, worth $217,864. This represents 0.02% of its overall portfolio holdings.
Number of Shares
9,606Holding current value
$217,864% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding SCHZ
# of Institutions
702Shares Held
173MCall Options Held
1.7KPut Options Held
0-
Jpmorgan Chase & CO New York, NY12.3MShares$278 Million0.02% of portfolio
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Ameriprise Financial Inc Minneapolis, MN7.35MShares$167 Million0.05% of portfolio
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Rockbridge Investment Management, Lcc Syracuse, NY6.91MShares$157 Million18.93% of portfolio
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Avantax Planning Partners, Inc.6.79MShares$154 Million5.6% of portfolio
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Charles Schwab Trust CO5.41MShares$123 Million10.66% of portfolio