Collective Family Office LLC Schwab Us Aggregate Bond ETF Transaction History
Collective Family Office LLC
- $364 Million
- Q3 2024
A detailed history of Collective Family Office LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Collective Family Office LLC holds 8,085 shares of SCHZ stock, worth $182,963. This represents 0.11% of its overall portfolio holdings.
Number of Shares
8,085Holding current value
$182,963% of portfolio
0.11%Shares
1 transactions
Others Institutions Holding SCHZ
# of Institutions
628Shares Held
83MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$143 Million0.02% of portfolio
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Ameriprise Financial Inc Minneapolis, MN4.15MShares$93.9 Million0.05% of portfolio
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Avantax Planning Partners, Inc.3.14MShares$71 Million5.37% of portfolio
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Charles Schwab Trust CO2.9MShares$65.6 Million12.11% of portfolio
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Rockbridge Investment Management, Lcc Syracuse, NY2.85MShares$64.5 Million17.53% of portfolio