Duncan Williams Asset Management, LLC Schwab Us Aggregate Bond ETF Transaction History
Duncan Williams Asset Management, LLC
- $428 Billion
- Q2 2025
A detailed history of Duncan Williams Asset Management, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Duncan Williams Asset Management, LLC holds 464,677 shares of SCHZ stock, worth $10.9 Million. This represents 2.52% of its overall portfolio holdings.
Number of Shares
464,677Holding current value
$10.9 Million% of portfolio
2.52%Shares
1 transactions
Others Institutions Holding SCHZ
# of Institutions
712Shares Held
171MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY12.3MShares$289 Million0.02% of portfolio
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Ameriprise Financial Inc Minneapolis, MN7.45MShares$176 Million0.04% of portfolio
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Rockbridge Investment Management, Lcc Syracuse, NY7.38MShares$174 Million18.39% of portfolio
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Avantax Planning Partners, Inc.6.99MShares$165 Million5.22% of portfolio
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Charles Schwab Trust CO5.95MShares$140 Million9.71% of portfolio