Rba Wealth Management, LLC Schwab Us Aggregate Bond ETF Transaction History
Rba Wealth Management, LLC
- $247 Million
- Q1 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 7,337 shares of SCHZ stock, worth $332,512. This represents 0.14% of its overall portfolio holdings.
Number of Shares
7,337
Previous 7,238
1.37%
Holding current value
$332,512
Previous $337,000
-0.0%
% of portfolio
0.14%
Previous 0.15%
Shares
19 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$1.46 Billion0.34% of portfolio
-
Jpmorgan Chase & CO New York, NY4.48MShares$203 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.59MShares$163 Million5.38% of portfolio
-
Capital Management Associates, Inc Minneapolis, MN3.45MShares$156 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.56MShares$116 Million0.03% of portfolio