Fort Vancouver Investment Management, LLC Schwab Us Aggregate Bond ETF Transaction History
Fort Vancouver Investment Management, LLC
- $118 Billion
- Q4 2024
A detailed history of Fort Vancouver Investment Management, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Fort Vancouver Investment Management, LLC holds 808 shares of SCHZ stock, worth $18,689. This represents 0.02% of its overall portfolio holdings.
Number of Shares
808
Previous 431
87.47%
Holding current value
$18,689
Previous $20.5 Million
10.45%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding SCHZ
# of Institutions
687Shares Held
167MCall Options Held
200Put Options Held
1.5K-
Jpmorgan Chase & CO New York, NY11.7MShares$271 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.63MShares$200 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.6.51MShares$151 Million5.36% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY6.27MShares$145 Million18.24% of portfolio
-
Charles Schwab Trust CO5.41MShares$125 Million10.66% of portfolio