Quantum Capital Management, LLC Schwab Us Aggregate Bond ETF Transaction History
Quantum Capital Management, LLC
- $841 Million
- Q1 2024
A detailed history of Quantum Capital Management, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Quantum Capital Management, LLC holds 6,220 shares of SCHZ stock, worth $283,569. This represents 0.03% of its overall portfolio holdings.
Number of Shares
6,220
Previous 6,320
1.58%
Holding current value
$283,569
Previous $294,000
2.72%
% of portfolio
0.03%
Previous 0.04%
Shares
27 transactions
Others Institutions Holding SCHZ
# of Institutions
603Shares Held
105MCall Options Held
600Put Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA32.2MShares$1.47 Billion0.34% of portfolio
-
Jpmorgan Chase & CO New York, NY4.48MShares$204 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.59MShares$164 Million5.38% of portfolio
-
Capital Management Associates, Inc Minneapolis, MN3.45MShares$157 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.56MShares$117 Million0.03% of portfolio