Concourse Financial Group Securities, Inc. Schwab Us Aggregate Bond ETF Transaction History
Concourse Financial Group Securities, Inc.
- $1.64 Billion
- Q3 2024
A detailed history of Concourse Financial Group Securities, Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Concourse Financial Group Securities, Inc. holds 1,005 shares of SCHZ stock, worth $23,225. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,005
Previous 1,005
-0.0%
Holding current value
$23,225
Previous $45,000
4.44%
% of portfolio
0.0%
Previous 0.0%
Shares
10 transactions
Others Institutions Holding SCHZ
# of Institutions
628Shares Held
82.5MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$146 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.15MShares$95.9 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.3.14MShares$72.5 Million5.37% of portfolio
-
Charles Schwab Trust CO2.9MShares$67 Million12.11% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.85MShares$65.8 Million17.53% of portfolio