Heritage Wealth Partners, LLC Schwab Us Aggregate Bond ETF Transaction History
Heritage Wealth Partners, LLC
- $65.6 Billion
- Q1 2025
A detailed history of Heritage Wealth Partners, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Heritage Wealth Partners, LLC holds 55,294 shares of SCHZ stock, worth $1.28 Million. This represents 1.95% of its overall portfolio holdings.
Number of Shares
55,294Holding current value
$1.28 Million% of portfolio
1.95%Shares
1 transactions
Others Institutions Holding SCHZ
# of Institutions
702Shares Held
173MCall Options Held
1.7KPut Options Held
0-
Jpmorgan Chase & CO New York, NY12.3MShares$285 Million0.02% of portfolio
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Ameriprise Financial Inc Minneapolis, MN7.35MShares$171 Million0.05% of portfolio
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Rockbridge Investment Management, Lcc Syracuse, NY6.91MShares$160 Million18.93% of portfolio
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Avantax Planning Partners, Inc.6.79MShares$157 Million5.6% of portfolio
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Charles Schwab Trust CO5.41MShares$126 Million10.66% of portfolio