New Harbor Financial Group, LLC Schwab Us Aggregate Bond ETF Transaction History
New Harbor Financial Group, LLC
- $338 Million
- Q4 2024
A detailed history of New Harbor Financial Group, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, New Harbor Financial Group, LLC holds 20,900 shares of SCHZ stock, worth $480,073. This represents 0.14% of its overall portfolio holdings.
Number of Shares
20,900
Previous 10,450
100.0%
Holding current value
$480,073
Previous $496,000
4.44%
% of portfolio
0.14%
Previous 0.13%
Shares
2 transactions
Others Institutions Holding SCHZ
# of Institutions
679Shares Held
163MCall Options Held
200Put Options Held
1.5K-
Jpmorgan Chase & CO New York, NY11.7MShares$269 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.63MShares$198 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.6.51MShares$150 Million5.36% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY6.27MShares$144 Million18.24% of portfolio
-
Charles Schwab Trust CO5.9MShares$135 Million11.76% of portfolio