Charles Schwab Trust CO Schwab Us Aggregate Bond ETF Transaction History
Charles Schwab Trust CO
- $1.07 Billion
- Q2 2024
A detailed history of Charles Schwab Trust CO transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Charles Schwab Trust CO holds 1,547,032 shares of SCHZ stock, worth $73.4 Million. This represents 6.62% of its overall portfolio holdings.
Number of Shares
1,547,032
Previous 1,409,246
9.78%
Holding current value
$73.4 Million
Previous $64.8 Million
8.77%
% of portfolio
6.62%
Previous 6.23%
Shares
16 transactions
Others Institutions Holding SCHZ
# of Institutions
623Shares Held
107MCall Options Held
100Put Options Held
1.8K-
Charles Schwab Investment Management Inc San Francisco, CA33.8MShares$1.6 Billion0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY5.64MShares$268 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.4MShares$161 Million5.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.68MShares$127 Million0.03% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.59MShares$123 Million16.7% of portfolio