Csenge Advisory Group Schwab Us Aggregate Bond ETF Transaction History
Csenge Advisory Group
- $1.81 Billion
- Q4 2024
A detailed history of Csenge Advisory Group transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Csenge Advisory Group holds 65,195 shares of SCHZ stock, worth $1.49 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
65,195
Previous 88,014
25.93%
Holding current value
$1.49 Million
Previous $4.18 Million
64.63%
% of portfolio
0.08%
Previous 0.21%
Shares
9 transactions
Others Institutions Holding SCHZ
# of Institutions
678Shares Held
163MCall Options Held
200Put Options Held
1.5K-
Jpmorgan Chase & CO New York, NY11.7MShares$268 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.63MShares$197 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.6.51MShares$149 Million5.36% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY6.27MShares$143 Million18.24% of portfolio
-
Charles Schwab Trust CO5.9MShares$135 Million11.76% of portfolio