Retirement Guys Formula LLC Schwab Us Aggregate Bond ETF Transaction History
Retirement Guys Formula LLC
- $204 Million
- Q2 2024
A detailed history of Retirement Guys Formula LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Retirement Guys Formula LLC holds 9,911 shares of SCHZ stock, worth $471,961. This represents 0.22% of its overall portfolio holdings.
Number of Shares
9,911
Previous 11,605
14.6%
Holding current value
$471,961
Previous $533,000
15.38%
% of portfolio
0.22%
Previous 0.27%
Shares
11 transactions
Others Institutions Holding SCHZ
# of Institutions
625Shares 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