Per Stirling Capital Management, Llc. Schwab Us Aggregate Bond ETF Transaction History
Per Stirling Capital Management, Llc.
- $721 Billion
- Q3 2024
A detailed history of Per Stirling Capital Management, Llc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Per Stirling Capital Management, Llc. holds 15,543 shares of SCHZ stock, worth $353,292. This represents 0.1% of its overall portfolio holdings.
Number of Shares
15,543
Previous 15,192
2.31%
Holding current value
$353,292
Previous $692 Million
6.66%
% of portfolio
0.1%
Previous 0.11%
Shares
6 transactions
Others Institutions Holding SCHZ
# of Institutions
628Shares Held
83MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$144 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.15MShares$94.3 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.3.14MShares$71.3 Million5.37% of portfolio
-
Charles Schwab Trust CO2.9MShares$65.9 Million12.11% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.85MShares$64.7 Million17.53% of portfolio