Rba Wealth Management, LLC Schwab Us Aggregate Bond ETF Transaction History
Rba Wealth Management, LLC
- $263 Million
- Q4 2024
A detailed history of Rba Wealth Management, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Rba Wealth Management, LLC holds 16,750 shares of SCHZ stock, worth $388,265. This represents 0.14% of its overall portfolio holdings.
Number of Shares
16,750
Previous 8,905
88.1%
Holding current value
$388,265
Previous $423,000
10.17%
% of portfolio
0.14%
Previous 0.16%
Shares
22 transactions
Others Institutions Holding SCHZ
# of Institutions
682Shares Held
163MCall Options Held
200Put Options Held
1.5K-
Jpmorgan Chase & CO New York, NY11.7MShares$272 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.63MShares$200 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.6.51MShares$151 Million5.36% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY6.27MShares$145 Million18.24% of portfolio
-
Charles Schwab Trust CO5.9MShares$137 Million11.76% of portfolio