Glass Jacobson Investment Advisors LLC Schwab Us Aggregate Bond ETF Transaction History
Glass Jacobson Investment Advisors LLC
- $302 Billion
- Q3 2024
A detailed history of Glass Jacobson Investment Advisors LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Glass Jacobson Investment Advisors LLC holds 3,250 shares of SCHZ stock, worth $73,840. This represents 0.05% of its overall portfolio holdings.
Number of Shares
3,250
Previous 3,250
-0.0%
Holding current value
$73,840
Previous $148 Million
4.26%
% of portfolio
0.05%
Previous 0.05%
Shares
1 transactions
Others Institutions Holding SCHZ
# of Institutions
628Shares Held
94.5MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$144 Million0.02% of portfolio
-
Charles Schwab Trust CO5.9MShares$134 Million11.76% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.15MShares$94.3 Million0.05% of portfolio
-
Total Wealth Planning, LLC3.57MShares$81.1 Million13.4% of portfolio
-
Avantax Planning Partners, Inc.3.14MShares$71.2 Million5.37% of portfolio