Hutchens & Kramer Investment Management Group, LLC Schwab Us Aggregate Bond ETF Transaction History
Hutchens & Kramer Investment Management Group, LLC
- $161 Million
- Q4 2024
A detailed history of Hutchens & Kramer Investment Management Group, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Hutchens & Kramer Investment Management Group, LLC holds 23,884 shares of SCHZ stock, worth $545,510. This represents 0.34% of its overall portfolio holdings.
Number of Shares
23,884
Previous 10,724
122.72%
Holding current value
$545,510
Previous $509,000
6.48%
% of portfolio
0.34%
Previous 0.31%
Shares
2 transactions
Others Institutions Holding SCHZ
# of Institutions
678Shares Held
163MCall Options Held
200Put Options Held
1.5K-
Jpmorgan Chase & CO New York, NY11.7MShares$268 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.63MShares$197 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.6.51MShares$149 Million5.36% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY6.27MShares$143 Million18.24% of portfolio
-
Charles Schwab Trust CO5.9MShares$135 Million11.76% of portfolio