Certus Wealth Management, LLC Schwab Us Aggregate Bond ETF Transaction History
Certus Wealth Management, LLC
- $127 Million
- Q1 2024
A detailed history of Certus Wealth Management, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Certus Wealth Management, LLC holds 6,459 shares of SCHZ stock, worth $295,757. This represents 0.23% of its overall portfolio holdings.
Number of Shares
6,459
Previous 6,599
2.12%
Holding current value
$295,757
Previous $307,000
3.26%
% of portfolio
0.23%
Previous 0.26%
Shares
3 transactions
Others Institutions Holding SCHZ
# of Institutions
603Shares Held
105MCall Options Held
600Put Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA32.2MShares$1.47 Billion0.34% of portfolio
-
Jpmorgan Chase & CO New York, NY4.48MShares$205 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.59MShares$165 Million5.38% of portfolio
-
Capital Management Associates, Inc Minneapolis, MN3.45MShares$158 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.56MShares$117 Million0.03% of portfolio