Park Edge Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History
Park Edge Advisors, LLC
- $310 Million
- Q3 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 7,580 shares of SCHZ stock, worth $173,506. This represents 0.12% of its overall portfolio holdings.
Number of Shares
7,580
Previous 7,623
0.56%
Holding current value
$173,506
Previous $347,000
3.75%
% of portfolio
0.12%
Previous 0.12%
Shares
8 transactions
Others Institutions Holding SCHZ
# of Institutions
627Shares Held
81.6MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$145 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.15MShares$95 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.3.14MShares$71.8 Million5.37% of portfolio
-
Charles Schwab Trust CO2.9MShares$66.4 Million12.11% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.85MShares$65.2 Million17.53% of portfolio