Ken Fisher Schwab Us Aggregate Bond ETF Transaction History
Fisher Asset Management, LLC
- $229 Billion
- Q2 2024
A detailed history of Ken Fisher (Fisher Asset Management, LLC) transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Fisher Asset Management, LLC holds 8,225 shares of SCHZ stock, worth $390,934. This represents 0.0% of its overall portfolio holdings.
Number of Shares
8,225
Previous 5,052
62.81%
Holding current value
$390,934
Previous $232,000
61.21%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding SCHZ
# of Institutions
625Shares Held
107MCall Options Held
100Put Options Held
1.8K-
Charles Schwab Investment Management Inc San Francisco, CA33.8MShares$1.61 Billion0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY5.64MShares$268 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.4MShares$162 Million5.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.68MShares$128 Million0.03% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.59MShares$123 Million16.7% of portfolio