Consolidated Portfolio Review Corp Schwab Us Aggregate Bond ETF Transaction History
Consolidated Portfolio Review Corp
- $429 Billion
- Q2 2024
A detailed history of Consolidated Portfolio Review Corp transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Consolidated Portfolio Review Corp holds 8,049 shares of SCHZ stock, worth $381,764. This represents 0.09% of its overall portfolio holdings.
Number of Shares
8,049
Previous 8,132
1.02%
Holding current value
$381,764
Previous $374 Million
1.93%
% of portfolio
0.09%
Previous 0.1%
Shares
6 transactions
Others Institutions Holding SCHZ
# of Institutions
623Shares Held
107MCall Options Held
100Put Options Held
1.8K-
Charles Schwab Investment Management Inc San Francisco, CA33.8MShares$1.6 Billion0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY5.64MShares$268 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.4MShares$161 Million5.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.68MShares$127 Million0.03% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.59MShares$123 Million16.7% of portfolio