Parkshore Wealth Management, Inc. Schwab Us Aggregate Bond ETF Transaction History
Parkshore Wealth Management, Inc.
- $166 Billion
- Q4 2024
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 11,551 shares of SCHZ stock, worth $263,824. This represents 0.16% of its overall portfolio holdings.
Number of Shares
11,551Holding current value
$263,824% of portfolio
0.16%Shares
1 transactions
Others Institutions Holding SCHZ
# of Institutions
678Shares Held
163MCall Options Held
200Put Options Held
1.5K-
Jpmorgan Chase & CO New York, NY11.7MShares$268 Million0.02% of portfolio
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Ameriprise Financial Inc Minneapolis, MN8.63MShares$197 Million0.05% of portfolio
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Avantax Planning Partners, Inc.6.51MShares$149 Million5.36% of portfolio
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Rockbridge Investment Management, Lcc Syracuse, NY6.27MShares$143 Million18.24% of portfolio
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Charles Schwab Trust CO5.9MShares$135 Million11.76% of portfolio