Independent Solutions Wealth Management, LLC Schwab Us Aggregate Bond ETF Transaction History
Independent Solutions Wealth Management, LLC
- $226 Billion
- Q4 2019
A detailed history of Independent Solutions Wealth Management, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Independent Solutions Wealth Management, LLC holds 60,944 shares of SCHZ stock, worth $1.4 Million. This represents 1.44% of its overall portfolio holdings.
Number of Shares
60,944Holding current value
$1.4 Million% of portfolio
1.44%Shares
1 transactions
Others Institutions Holding SCHZ
# of Institutions
628Shares Held
82.9MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$145 Million0.02% of portfolio
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Ameriprise Financial Inc Minneapolis, MN4.15MShares$95.3 Million0.05% of portfolio
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Avantax Planning Partners, Inc.3.14MShares$72 Million5.37% of portfolio
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Charles Schwab Trust CO2.9MShares$66.6 Million12.11% of portfolio
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Rockbridge Investment Management, Lcc Syracuse, NY2.85MShares$65.4 Million17.53% of portfolio