M&R Capital Management Inc Schwab Us Aggregate Bond ETF Transaction History
M&R Capital Management Inc
- $445 Million
- Q3 2024
A detailed history of M&R Capital Management Inc transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, M&R Capital Management Inc holds 95 shares of SCHZ stock, worth $2,238. This represents 0.0% of its overall portfolio holdings.
Number of Shares
95
Previous 95
-0.0%
Holding current value
$2,238
Previous $4,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding SCHZ
# of Institutions
711Shares Held
171MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY12.1MShares$286 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.45MShares$176 Million0.04% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY7.38MShares$174 Million18.39% of portfolio
-
Avantax Planning Partners, Inc.7.18MShares$169 Million4.89% of portfolio
-
Charles Schwab Trust CO5.95MShares$140 Million9.71% of portfolio