Gpwm LLC Schwab Us Aggregate Bond ETF Transaction History
Gpwm LLC
- $141 Million
- Q3 2024
A detailed history of Gpwm LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Gpwm LLC holds 158 shares of SCHZ stock, worth $3,632. This represents 0.0% of its overall portfolio holdings.
Number of Shares
158
Previous 158
-0.0%
Holding current value
$3,632
Previous $7,000
-0.0%
% of portfolio
0.0%
Previous 0.01%
Shares
7 transactions
Others Institutions Holding SCHZ
# of Institutions
628Shares Held
82.9MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$146 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.15MShares$95.4 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.3.14MShares$72.1 Million5.37% of portfolio
-
Charles Schwab Trust CO2.9MShares$66.7 Million12.11% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.85MShares$65.5 Million17.53% of portfolio