Great Waters Wealth Management Schwab Us Aggregate Bond ETF Transaction History
Great Waters Wealth Management
- $779 Billion
- Q4 2024
A detailed history of Great Waters Wealth Management transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Great Waters Wealth Management holds 44,420 shares of SCHZ stock, worth $1.01 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
44,420
Previous 24,634
80.32%
Holding current value
$1.01 Million
Previous $1.17 Billion
13.86%
% of portfolio
0.13%
Previous 0.16%
Shares
9 transactions
Others Institutions Holding SCHZ
# of Institutions
649Shares Held
125MCall Options Held
100Put Options Held
0-
Avantax Planning Partners, Inc.6.51MShares$149 Million5.36% of portfolio
-
Jpmorgan Chase & CO New York, NY6.33MShares$145 Million0.02% of portfolio
-
Charles Schwab Trust CO5.9MShares$135 Million11.76% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.15MShares$94.8 Million0.05% of portfolio
-
Goldman Sachs Group Inc New York, NY4.03MShares$92 Million0.01% of portfolio