Cibc Private Wealth Group, LLC Schwab Us Aggregate Bond ETF Transaction History
Cibc Private Wealth Group, LLC
- $51.3 Billion
- Q1 2025
A detailed history of Cibc Private Wealth Group, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Cibc Private Wealth Group, LLC holds 160 shares of SCHZ stock, worth $3,769. This represents 0.0% of its overall portfolio holdings.
Number of Shares
160
Previous 160
-0.0%
Holding current value
$3,769
Previous $3,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding SCHZ
# of Institutions
719Shares Held
172MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY12.3MShares$289 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.45MShares$176 Million0.04% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY7.38MShares$174 Million18.39% of portfolio
-
Avantax Planning Partners, Inc.7.18MShares$169 Million4.89% of portfolio
-
Charles Schwab Trust CO5.95MShares$140 Million9.71% of portfolio