M&R Capital Management Inc Schwab Us Aggregate Bond ETF Transaction History
M&R Capital Management Inc
- $411 Million
- Q2 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 $4,523. This represents 0.0% of its overall portfolio holdings.
Number of Shares
95
Previous 95
-0.0%
Holding current value
$4,523
Previous $4,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
3 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$269 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