Merriman Wealth Management, LLC Schwab Us Aggregate Bond ETF Transaction History
Merriman Wealth Management, LLC
- $2.3 Billion
- Q4 2024
Shares
3 transactions
Others Institutions Holding SCHZ
# of Institutions
700Shares Held
171MCall Options Held
1.7KPut Options Held
0-
Jpmorgan Chase & CO New York, NY12.3MShares$285 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.35MShares$171 Million0.05% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY6.91MShares$160 Million18.93% of portfolio
-
Avantax Planning Partners, Inc.6.79MShares$157 Million5.6% of portfolio
-
Charles Schwab Trust CO5.41MShares$126 Million10.66% of portfolio