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 $3,696. This represents 0.0% of its overall portfolio holdings.
Number of Shares
160
Previous 80
100.0%
Holding current value
$3,696
Previous $3,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding SCHZ
# of Institutions
682Shares Held
163MCall Options Held
200Put Options Held
1.5K-
Jpmorgan Chase & CO New York, NY11.7MShares$271 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.63MShares$199 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.6.51MShares$150 Million5.36% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY6.27MShares$145 Million18.24% of portfolio
-
Charles Schwab Trust CO5.9MShares$136 Million11.76% of portfolio