James J. Burns & Company, LLC Schwab Us Aggregate Bond ETF Transaction History
James J. Burns & Company, LLC
- $556 Million
- Q1 2025
A detailed history of James J. Burns & Company, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, James J. Burns & Company, LLC holds 659,589 shares of SCHZ stock, worth $15.2 Million. This represents 2.74% of its overall portfolio holdings.
Number of Shares
659,589
Previous 664,069
0.67%
Holding current value
$15.2 Million
Previous $15.1 Million
1.2%
% of portfolio
2.74%
Previous 2.62%
Shares
11 transactions
Others Institutions Holding SCHZ
# of Institutions
686Shares Held
168MCall Options Held
200Put Options Held
1.5K-
Jpmorgan Chase & CO New York, NY11.7MShares$271 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.63MShares$199 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.6.51MShares$150 Million5.36% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY6.27MShares$145 Million18.24% of portfolio
-
Charles Schwab Trust CO5.41MShares$125 Million10.66% of portfolio