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 $476,311. This represents 0.14% of its overall portfolio holdings.
Number of Shares
20,900
Previous 10,450
100.0%
Holding current value
$476,311
Previous $496,000
4.44%
% of portfolio
0.14%
Previous 0.13%
Shares
2 transactions
Others Institutions Holding SCHZ
# of Institutions
626Shares Held
96.6MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$144 Million0.02% of portfolio
-
Charles Schwab Trust CO5.9MShares$134 Million11.76% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.15MShares$94.6 Million0.05% of portfolio
-
Total Wealth Planning, LLC3.57MShares$81.3 Million13.4% of portfolio
-
Avantax Planning Partners, Inc.3.14MShares$71.5 Million5.37% of portfolio