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 $3,673. This represents 0.0% of its overall portfolio holdings.
Number of Shares
160
Previous 160
-0.0%
Holding current value
$3,673
Previous $3,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding SCHZ
# of Institutions
704Shares Held
174MCall Options Held
1.7KPut Options Held
0-
Jpmorgan Chase & CO New York, NY12.3MShares$282 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.35MShares$169 Million0.05% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY6.91MShares$159 Million18.93% of portfolio
-
Avantax Planning Partners, Inc.6.79MShares$156 Million5.6% of portfolio
-
Charles Schwab Trust CO5.41MShares$124 Million10.66% of portfolio