Optimum Investment Advisors Schwab Us Aggregate Bond ETF Transaction History
Optimum Investment Advisors
- $220 Million
- Q2 2024
A detailed history of Optimum Investment Advisors transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Optimum Investment Advisors holds 4,820 shares of SCHZ stock, worth $227,600. This represents 0.1% of its overall portfolio holdings.
Number of Shares
4,820
Previous 4,716
2.21%
Holding current value
$227,600
Previous $216,000
1.39%
% of portfolio
0.1%
Previous 0.1%
Shares
24 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$1.6 Billion0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY5.64MShares$266 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.4MShares$160 Million5.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.68MShares$127 Million0.03% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.59MShares$122 Million16.7% of portfolio