New Harbor Financial Group, LLC Schwab Us Aggregate Bond ETF Transaction History
New Harbor Financial Group, LLC
- $331 Million
- Q2 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 $489,896. This represents 0.14% of its overall portfolio holdings.
Number of Shares
10,450
Previous 10,450
-0.0%
Holding current value
$489,896
Previous $480,000
0.83%
% of portfolio
0.14%
Previous 0.15%
Shares
1 transactions
Others Institutions Holding SCHZ
# of Institutions
625Shares Held
107MCall Options Held
100Put Options Held
1.8K-
Charles Schwab Investment Management Inc San Francisco, CA33.8MShares$1.58 Billion0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY5.64MShares$264 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.4MShares$159 Million5.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.68MShares$126 Million0.03% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.59MShares$121 Million16.7% of portfolio