Dhjj Financial Advisors, Ltd. Schwab Us Aggregate Bond ETF Transaction History
Dhjj Financial Advisors, Ltd.
- $226 Million
- Q3 2024
A detailed history of Dhjj Financial Advisors, Ltd. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Dhjj Financial Advisors, Ltd. holds 811 shares of SCHZ stock, worth $18,434. This represents 0.02% of its overall portfolio holdings.
Number of Shares
811
Previous 951
14.72%
Holding current value
$18,434
Previous $43,000
11.63%
% of portfolio
0.02%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding SCHZ
# of Institutions
628Shares Held
83MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$144 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.15MShares$94.3 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.3.14MShares$71.3 Million5.37% of portfolio
-
Charles Schwab Trust CO2.9MShares$65.9 Million12.11% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.85MShares$64.7 Million17.53% of portfolio