Cassady Schiller Wealth Management, LLC Schwab Us Aggregate Bond ETF Transaction History
Cassady Schiller Wealth Management, LLC
- $259 Million
- Q3 2024
A detailed history of Cassady Schiller Wealth Management, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 9 shares of SCHZ stock, worth $206. This represents 0.0% of its overall portfolio holdings.
Number of Shares
9Holding current value
$206% of portfolio
0.0%Shares
1 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 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.3.14MShares$71.8 Million5.37% of portfolio
-
Charles Schwab Trust CO2.9MShares$66.4 Million12.11% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.85MShares$65.2 Million17.53% of portfolio