Park Edge Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History
Park Edge Advisors, LLC
- $334 Million
- Q1 2024
A detailed history of Park Edge Advisors, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Park Edge Advisors, LLC holds 12,497 shares of SCHZ stock, worth $572,237. This represents 0.17% of its overall portfolio holdings.
Number of Shares
12,497
Previous 13,660
8.51%
Holding current value
$572,237
Previous $636,000
9.75%
% of portfolio
0.17%
Previous 0.23%
Shares
6 transactions
Others Institutions Holding SCHZ
# of Institutions
603Shares Held
105MCall Options Held
600Put Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA32.2MShares$1.47 Billion0.34% of portfolio
-
Jpmorgan Chase & CO New York, NY4.48MShares$205 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.59MShares$165 Million5.38% of portfolio
-
Capital Management Associates, Inc Minneapolis, MN3.45MShares$158 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.56MShares$117 Million0.03% of portfolio