Cibc Private Wealth Group, LLC Schwab Us Aggregate Bond ETF Transaction History
Cibc Private Wealth Group, LLC
- $52.7 Billion
- Q4 2024
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 $3,652. This represents 0.0% of its overall portfolio holdings.
Number of Shares
160
Previous 80
100.0%
Holding current value
$3,652
Previous $3,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding SCHZ
# of Institutions
690Shares Held
168MCall Options Held
200Put Options Held
1.5K-
Jpmorgan Chase & CO New York, NY11.7MShares$268 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.63MShares$197 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.6.51MShares$149 Million5.36% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY6.27MShares$143 Million18.24% of portfolio
-
Charles Schwab Trust CO5.41MShares$124 Million10.66% of portfolio