Consolidated Portfolio Review Corp Schwab Us Aggregate Bond ETF Call Options Transaction History
Consolidated Portfolio Review Corp
- $448 Billion
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding SCHZ
# of Institutions
628Shares Held
82.9MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$146 Million0.02% of portfolio
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Ameriprise Financial Inc Minneapolis, MN4.15MShares$95.4 Million0.05% of portfolio
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Avantax Planning Partners, Inc.3.14MShares$72.1 Million5.37% of portfolio
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Charles Schwab Trust CO2.9MShares$66.7 Million12.11% of portfolio
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Rockbridge Investment Management, Lcc Syracuse, NY2.85MShares$65.5 Million17.53% of portfolio