Org Partners LLC Schwab Us Aggregate Bond ETF Transaction History
Org Partners LLC
- $588 Million
- Q3 2024
A detailed history of Org Partners LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Org Partners LLC holds 11,413 shares of SCHZ stock, worth $261,585. This represents 0.09% of its overall portfolio holdings.
Number of Shares
11,413
Previous 99,003
88.47%
Holding current value
$261,585
Previous $4.51 Million
87.99%
% of portfolio
0.09%
Previous 0.7%
Shares
6 transactions
Others Institutions Holding SCHZ
# of Institutions
630Shares Held
110MCall Options Held
100Put Options Held
1.8K-
Charles Schwab Investment Management Inc San Francisco, CA33.8MShares$775 Million0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY5.64MShares$129 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.4MShares$77.9 Million5.0% of portfolio
-
Charles Schwab Trust CO2.9MShares$66.5 Million12.11% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.85MShares$65.3 Million17.53% of portfolio