Mc Adam, LLC Schwab Us Aggregate Bond ETF Transaction History
Mc Adam, LLC
- $1.65 Billion
- Q2 2024
A detailed history of Mc Adam, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Mc Adam, LLC holds 1,707,663 shares of SCHZ stock, worth $81 Million. This represents 4.72% of its overall portfolio holdings.
Number of Shares
1,707,663
Previous 1,627,201
4.94%
Holding current value
$81 Million
Previous $74.9 Million
3.99%
% of portfolio
4.72%
Previous 4.84%
Shares
28 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