First Purpose Wealth LLC Schwab Us Aggregate Bond ETF Transaction History
First Purpose Wealth LLC
- $275 Million
- Q1 2024
A detailed history of First Purpose Wealth LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, First Purpose Wealth LLC holds 24,593 shares of SCHZ stock, worth $1.13 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
24,593
Previous 27,582
10.84%
Holding current value
$1.13 Million
Previous $1.29 Million
11.98%
% of portfolio
0.41%
Previous 0.5%
Shares
10 transactions
Others Institutions Holding SCHZ
# of Institutions
603Shares Held
105MCall Options Held
600Put Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA32.2MShares$1.48 Billion0.34% of portfolio
-
Jpmorgan Chase & CO New York, NY4.48MShares$206 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.59MShares$165 Million5.38% of portfolio
-
Capital Management Associates, Inc Minneapolis, MN3.45MShares$158 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.56MShares$118 Million0.03% of portfolio