Gps Wealth Strategies Group, LLC Schwab Us Aggregate Bond ETF Transaction History
Gps Wealth Strategies Group, LLC
- $726 Million
- Q3 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 337 shares of SCHZ stock, worth $7,841. This represents 0.0% of its overall portfolio holdings.
Number of Shares
337
Previous 334
0.9%
Holding current value
$7,841
Previous $15,000
6.67%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding SCHZ
# of Institutions
628Shares Held
82.5MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$147 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.15MShares$96.6 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.3.14MShares$73 Million5.37% of portfolio
-
Charles Schwab Trust CO2.9MShares$67.5 Million12.11% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.85MShares$66.3 Million17.53% of portfolio