Hexagon Capital Partners LLC Schwab Us Aggregate Bond ETF Transaction History
Hexagon Capital Partners LLC
- $546 Million
- Q4 2024
A detailed history of Hexagon Capital Partners LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Hexagon Capital Partners LLC holds 262 shares of SCHZ stock, worth $5,984. This represents 0.0% of its overall portfolio holdings.
Number of Shares
262
Previous 131
100.0%
Holding current value
$5,984
Previous $6,000
16.67%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SCHZ
# of Institutions
648Shares Held
124MCall 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
-
Total Wealth Planning, LLC3.57MShares$81.5 Million13.4% of portfolio