Choreo, LLC Schwab Us Aggregate Bond ETF Transaction History
Choreo, LLC
- $6.88 Billion
- Q4 2024
A detailed history of Choreo, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Choreo, LLC holds 14,274 shares of SCHZ stock, worth $326,018. This represents 0.0% of its overall portfolio holdings.
Number of Shares
14,274
Previous 7,063
102.1%
Holding current value
$326,018
Previous $335,000
3.28%
% of portfolio
0.0%
Previous 0.0%
Shares
7 transactions
Others Institutions Holding SCHZ
# of Institutions
648Shares Held
124MCall Options Held
100Put Options Held
0-
Avantax Planning Partners, Inc.6.51MShares$149 Million5.36% of portfolio
-
Jpmorgan Chase & CO New York, NY6.33MShares$145 Million0.02% of portfolio
-
Charles Schwab Trust CO5.9MShares$135 Million11.76% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.15MShares$94.8 Million0.05% of portfolio
-
Total Wealth Planning, LLC3.57MShares$81.5 Million13.4% of portfolio