Chesapeake Wealth Management Schwab Us Aggregate Bond ETF Transaction History
Chesapeake Wealth Management
- $275 Million
- Q2 2024
A detailed history of Chesapeake Wealth Management transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Chesapeake Wealth Management holds 69,873 shares of SCHZ stock, worth $3.33 Million. This represents 1.16% of its overall portfolio holdings.
Number of Shares
69,873
Previous 74,808
6.6%
Holding current value
$3.33 Million
Previous $3.44 Million
7.47%
% of portfolio
1.16%
Previous 1.26%
Shares
26 transactions
Others Institutions Holding SCHZ
# of Institutions
625Shares Held
107MCall Options Held
100Put Options Held
1.8K-
Charles Schwab Investment Management Inc San Francisco, CA33.8MShares$1.61 Billion0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY5.64MShares$269 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.4MShares$162 Million5.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.68MShares$128 Million0.03% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.59MShares$123 Million16.7% of portfolio