Cutler Investment Counsel LLC Schwab Us Aggregate Bond ETF Transaction History
Cutler Investment Counsel LLC
- $733 Million
- Q2 2024
A detailed history of Cutler Investment Counsel LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Cutler Investment Counsel LLC holds 16,735 shares of SCHZ stock, worth $784,536. This represents 0.1% of its overall portfolio holdings.
Number of Shares
16,735
Previous 16,723
0.07%
Holding current value
$784,536
Previous $769,000
0.91%
% of portfolio
0.1%
Previous 0.1%
Shares
22 transactions
Others Institutions Holding SCHZ
# of Institutions
625Shares Held
107MCall Options Held
100Put Options Held
1.8K-
Charles Schwab Investment Management Inc San Francisco, CA33.8MShares$1.58 Billion0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY5.64MShares$264 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.4MShares$159 Million5.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.68MShares$126 Million0.03% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.59MShares$121 Million16.7% of portfolio