Oregon Pacific Wealth Management, LLC Schwab Us Aggregate Bond ETF Transaction History
Oregon Pacific Wealth Management, LLC
- $102 Billion
- Q4 2024
A detailed history of Oregon Pacific Wealth Management, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Oregon Pacific Wealth Management, LLC holds 17,767 shares of SCHZ stock, worth $404,021. This represents 0.4% of its overall portfolio holdings.
Number of Shares
17,767Holding current value
$404,021% of portfolio
0.4%Shares
1 transactions
Others Institutions Holding SCHZ
# of Institutions
630Shares Held
105MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$144 Million0.02% of portfolio
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Charles Schwab Trust CO5.9MShares$134 Million11.76% of portfolio
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Ameriprise Financial Inc Minneapolis, MN4.15MShares$94.4 Million0.05% of portfolio
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Total Wealth Planning, LLC3.57MShares$81.2 Million13.4% of portfolio
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Avantax Planning Partners, Inc.3.14MShares$71.3 Million5.37% of portfolio