Org Partners LLC Schwab Us Aggregate Bond ETF Transaction History
Org Partners LLC
- $689 Million
- Q4 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 17,319 shares of SCHZ stock, worth $396,778. This represents 0.06% of its overall portfolio holdings.
Number of Shares
17,319
Previous 11,413
51.75%
Holding current value
$396,778
Previous $542,000
27.49%
% of portfolio
0.06%
Previous 0.09%
Shares
7 transactions
Others Institutions Holding SCHZ
# of Institutions
644Shares Held
116MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$145 Million0.02% of portfolio
-
Charles Schwab Trust CO5.9MShares$135 Million11.76% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.15MShares$95.1 Million0.05% of portfolio
-
Total Wealth Planning, LLC3.57MShares$81.8 Million13.4% of portfolio
-
Avantax Planning Partners, Inc.3.14MShares$71.8 Million5.37% of portfolio