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 $188,517. This represents 0.0% of its overall portfolio holdings.
Number of Shares
8,225
Previous 5,052
62.81%
Holding current value
$188,517
Previous $232,000
61.21%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding SCHZ
# of Institutions
630Shares Held
110MCall Options Held
100Put Options Held
1.8K-
Charles Schwab Investment Management Inc San Francisco, CA33.8MShares$775 Million0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY5.64MShares$129 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.4MShares$77.9 Million5.0% of portfolio
-
Charles Schwab Trust CO2.9MShares$66.5 Million12.11% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.85MShares$65.3 Million17.53% of portfolio