Golden State Equity Partners Schwab Us Aggregate Bond ETF Transaction History
Golden State Equity Partners
- $470 Million
- Q2 2024
A detailed history of Golden State Equity Partners transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Golden State Equity Partners holds 7,275 shares of SCHZ stock, worth $345,053. This represents 0.07% of its overall portfolio holdings.
Number of Shares
7,275
Previous 4,750
53.16%
Holding current value
$345,053
Previous $221,000
49.77%
% of portfolio
0.07%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding SCHZ
# of Institutions
623Shares Held
107MCall Options Held
100Put Options Held
1.8K-
Charles Schwab Investment Management Inc San Francisco, CA33.8MShares$1.6 Billion0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY5.64MShares$268 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.4MShares$161 Million5.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.68MShares$127 Million0.03% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.59MShares$123 Million16.7% of portfolio