Heritage Oak Wealth Advisors LLC Schwab Us Aggregate Bond ETF Transaction History
Heritage Oak Wealth Advisors LLC
- $213 Billion
- Q4 2024
A detailed history of Heritage Oak Wealth Advisors LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 17,264 shares of SCHZ stock, worth $397,589. This represents 0.18% of its overall portfolio holdings.
Number of Shares
17,264Holding current value
$397,589% of portfolio
0.18%Shares
2 transactions
Others Institutions Holding SCHZ
# of Institutions
682Shares Held
163MCall Options Held
200Put Options Held
1.5K-
Jpmorgan Chase & CO New York, NY11.7MShares$270 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.63MShares$199 Million0.05% of portfolio
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Avantax Planning Partners, Inc.6.51MShares$150 Million5.36% of portfolio
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Rockbridge Investment Management, Lcc Syracuse, NY6.27MShares$144 Million18.24% of portfolio
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Charles Schwab Trust CO5.9MShares$136 Million11.76% of portfolio