Marotta Asset Management Schwab Us Aggregate Bond ETF Transaction History
Marotta Asset Management
- $484 Million
- Q2 2024
A detailed history of Marotta Asset Management transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Marotta Asset Management holds 142,034 shares of SCHZ stock, worth $6.74 Million. This represents 1.34% of its overall portfolio holdings.
Number of Shares
142,034
Previous 138,631
2.45%
Holding current value
$6.74 Million
Previous $6.38 Million
1.51%
% of portfolio
1.34%
Previous 1.32%
Shares
18 transactions
Others Institutions Holding SCHZ
# of Institutions
623Shares Held
107MCall Options Held
100Put Options Held
1.8K-
Charles Schwab Investment Management Inc San Francisco, CA33.8MShares$1.6 Billion0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY5.64MShares$268 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.4MShares$161 Million5.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.68MShares$127 Million0.03% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.59MShares$123 Million16.7% of portfolio