Congress Wealth Management LLC Schwab Us Aggregate Bond ETF Transaction History
Congress Wealth Management LLC
- $6.12 Billion
- Q2 2024
A detailed history of Congress Wealth Management LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Congress Wealth Management LLC holds 318,006 shares of SCHZ stock, worth $15.1 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
318,006
Previous 308,510
3.08%
Holding current value
$15.1 Million
Previous $14.2 Million
2.14%
% of portfolio
0.24%
Previous 0.25%
Shares
11 transactions
Others Institutions Holding SCHZ
# of Institutions
624Shares Held
107MCall Options Held
100Put Options Held
1.8K-
Charles Schwab Investment Management Inc San Francisco, CA33.8MShares$1.61 Billion0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY5.64MShares$269 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.4MShares$162 Million5.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.68MShares$128 Million0.03% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.59MShares$123 Million16.7% of portfolio