Charles Schwab Trust CO Schwab Us Aggregate Bond ETF Transaction History
Charles Schwab Trust CO
- $1.14 Billion
- Q3 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 2,900,621 shares of SCHZ stock, worth $67.9 Million. This represents 12.11% of its overall portfolio holdings.
Number of Shares
2,900,621
Previous 1,547,032
87.5%
Holding current value
$67.9 Million
Previous $70.5 Million
95.48%
% of portfolio
12.11%
Previous 6.62%
Shares
17 transactions
Others Institutions Holding SCHZ
# of Institutions
625Shares Held
109MCall Options Held
100Put Options Held
1.8K-
Charles Schwab Investment Management Inc San Francisco, CA33.8MShares$792 Million0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY5.64MShares$132 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.4MShares$79.6 Million5.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.68MShares$62.9 Million0.03% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.59MShares$60.5 Million16.7% of portfolio