Gps Wealth Strategies Group, LLC Schwab Us Aggregate Bond ETF Transaction History
Gps Wealth Strategies Group, LLC
- $747 Million
- Q4 2024
A detailed history of Gps Wealth Strategies Group, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Gps Wealth Strategies Group, LLC holds 677 shares of SCHZ stock, worth $15,659. This represents 0.0% of its overall portfolio holdings.
Number of Shares
677
Previous 337
100.89%
Holding current value
$15,659
Previous $16,000
6.25%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding SCHZ
# of Institutions
684Shares 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 CO5.9MShares$136 Million11.76% of portfolio