Heritage Family Offices, LLP Schwab Us Aggregate Bond ETF Transaction History
Heritage Family Offices, LLP
- $180 Billion
- Q2 2024
A detailed history of Heritage Family Offices, LLP transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Heritage Family Offices, LLP holds 12,410 shares of SCHZ stock, worth $591,336. This represents 0.31% of its overall portfolio holdings.
Number of Shares
12,410Holding current value
$591,336% of portfolio
0.31%Shares
1 transactions
Others Institutions Holding SCHZ
# of Institutions
624Shares Held
107MCall Options Held
100Put Options Held
1.8K-
Charles Schwab Investment Management Inc San Francisco, CA33.8MShares$1.61 Billion0.3% of portfolio
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Jpmorgan Chase & CO New York, NY5.64MShares$269 Million0.02% of portfolio
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Avantax Planning Partners, Inc.3.4MShares$162 Million5.0% of portfolio
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Ameriprise Financial Inc Minneapolis, MN2.68MShares$128 Million0.03% of portfolio
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Rockbridge Investment Management, Lcc Syracuse, NY2.59MShares$123 Million16.7% of portfolio