New Harbor Financial Group, LLC Schwab Us Aggregate Bond ETF Transaction History
New Harbor Financial Group, LLC
- $389 Million
- Q3 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 10,450 shares of SCHZ stock, worth $237,528. This represents 0.13% of its overall portfolio holdings.
Number of Shares
10,450
Previous 10,450
-0.0%
Holding current value
$237,528
Previous $476,000
4.2%
% of portfolio
0.13%
Previous 0.14%
Shares
1 transactions
Others Institutions Holding SCHZ
# of Institutions
628Shares Held
83MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$144 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.15MShares$94.3 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.3.14MShares$71.3 Million5.37% of portfolio
-
Charles Schwab Trust CO2.9MShares$65.9 Million12.11% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.85MShares$64.7 Million17.53% of portfolio