Kirtland Hills Capital Management, LLC Schwab Us Aggregate Bond ETF Transaction History
Kirtland Hills Capital Management, LLC
- $172 Million
- Q3 2024
A detailed history of Kirtland Hills Capital Management, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Kirtland Hills Capital Management, LLC holds 760,774 shares of SCHZ stock, worth $17.3 Million. This represents 21.02% of its overall portfolio holdings.
Number of Shares
760,774Holding current value
$17.3 Million% of portfolio
21.02%Shares
1 transactions
Others Institutions Holding SCHZ
# of Institutions
628Shares Held
94.5MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$144 Million0.02% of portfolio
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Charles Schwab Trust CO5.9MShares$134 Million11.76% of portfolio
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Ameriprise Financial Inc Minneapolis, MN4.15MShares$94.3 Million0.05% of portfolio
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Total Wealth Planning, LLC3.57MShares$81.1 Million13.4% of portfolio
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Avantax Planning Partners, Inc.3.14MShares$71.2 Million5.37% of portfolio