Hill Island Financial LLC Schwab Us Aggregate Bond ETF Transaction History
Hill Island Financial LLC
- $331 Million
- Q3 2024
A detailed history of Hill Island Financial LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Hill Island Financial LLC holds 31,774 shares of SCHZ stock, worth $721,905. This represents 0.46% of its overall portfolio holdings.
Number of Shares
31,774
Previous 31,889
0.36%
Holding current value
$721,905
Previous $1.45 Million
3.85%
% of portfolio
0.46%
Previous 0.48%
Shares
12 transactions
Others Institutions Holding SCHZ
# of Institutions
628Shares Held
94.5MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$144 Million0.02% of portfolio
-
Charles Schwab Trust CO5.9MShares$134 Million11.76% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.15MShares$94.3 Million0.05% of portfolio
-
Total Wealth Planning, LLC3.57MShares$81.1 Million13.4% of portfolio
-
Avantax Planning Partners, Inc.3.14MShares$71.2 Million5.37% of portfolio