Portside Wealth Group, LLC Schwab Us Aggregate Bond ETF Transaction History
Portside Wealth Group, LLC
- $586 Billion
- Q3 2024
A detailed history of Portside Wealth Group, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Portside Wealth Group, LLC holds 7,965 shares of SCHZ stock, worth $182,637. This represents 0.06% of its overall portfolio holdings.
Number of Shares
7,965
Previous 11,459
30.49%
Holding current value
$182,637
Previous $522 Million
27.53%
% of portfolio
0.06%
Previous 0.1%
Shares
3 transactions
Others Institutions Holding SCHZ
# of Institutions
627Shares Held
81.7MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$145 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.15MShares$95.2 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.3.14MShares$71.9 Million5.37% of portfolio
-
Charles Schwab Trust CO2.9MShares$66.5 Million12.11% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.85MShares$65.3 Million17.53% of portfolio