Frontier Wealth Management LLC Schwab Us Aggregate Bond ETF Transaction History
Frontier Wealth Management LLC
- $8.02 Billion
- Q2 2022
A detailed history of Frontier Wealth Management LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Frontier Wealth Management LLC holds 5,261 shares of SCHZ stock, worth $119,582. This represents 0.0% of its overall portfolio holdings.
Number of Shares
5,261
Previous 5,261
-0.0%
Holding current value
$119,582
Previous $259,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
18 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