Reston Wealth Management LLC Schwab Us Aggregate Bond ETF Transaction History
Reston Wealth Management LLC
- $246 Million
- Q1 2024
A detailed history of Reston Wealth Management LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Reston Wealth Management LLC holds 127,802 shares of SCHZ stock, worth $5.85 Million. This represents 2.39% of its overall portfolio holdings.
Number of Shares
127,802
Previous 117,961
8.34%
Holding current value
$5.85 Million
Previous $5.5 Million
6.89%
% of portfolio
2.39%
Previous 2.52%
Shares
22 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$205 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.59MShares$165 Million5.38% of portfolio
-
Capital Management Associates, Inc Minneapolis, MN3.45MShares$158 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.56MShares$117 Million0.03% of portfolio