Parkshore Wealth Management, Inc. Schwab Us Aggregate Bond ETF Transaction History
Parkshore Wealth Management, Inc.
- $205 Billion
- Q2 2025
A detailed history of Parkshore Wealth Management, Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Parkshore Wealth Management, Inc. holds 10,008 shares of SCHZ stock, worth $234,687. This represents 0.11% of its overall portfolio holdings.
Number of Shares
10,008
Previous 11,550
13.35%
Holding current value
$234,687
Previous $267 Million
13.05%
% of portfolio
0.11%
Previous 0.16%
Shares
3 transactions
Others Institutions Holding SCHZ
# of Institutions
711Shares Held
171MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY12.1MShares$285 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.45MShares$175 Million0.04% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY7.38MShares$173 Million18.39% of portfolio
-
Avantax Planning Partners, Inc.7.18MShares$168 Million4.89% of portfolio
-
Charles Schwab Trust CO5.95MShares$139 Million9.71% of portfolio