Regimen Wealth, LLC Schwab Us Aggregate Bond ETF Transaction History
Regimen Wealth, LLC
- $290 Billion
- Q2 2024
A detailed history of Regimen Wealth, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Regimen Wealth, LLC holds 5,954 shares of SCHZ stock, worth $284,184. This represents 0.09% of its overall portfolio holdings.
Number of Shares
5,954Holding current value
$284,184% of portfolio
0.09%Shares
1 transactions
Others Institutions Holding SCHZ
# of Institutions
624Shares Held
107MCall Options Held
100Put Options Held
1.8K-
Charles Schwab Investment Management Inc San Francisco, CA33.8MShares$1.61 Billion0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY5.64MShares$269 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.4MShares$162 Million5.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.68MShares$128 Million0.03% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.59MShares$123 Million16.7% of portfolio