Rkl Wealth Management LLC Schwab Us Aggregate Bond ETF Transaction History
Rkl Wealth Management LLC
- $1.1 Billion
- Q3 2024
A detailed history of Rkl Wealth Management LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Rkl Wealth Management LLC holds 65,217 shares of SCHZ stock, worth $1.48 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
65,217
Previous 68,400
4.65%
Holding current value
$1.48 Million
Previous $3.12 Million
0.58%
% of portfolio
0.28%
Previous 0.3%
Shares
28 transactions
Others Institutions Holding SCHZ
# of Institutions
628Shares Held
83MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$144 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.15MShares$94.3 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.3.14MShares$71.3 Million5.37% of portfolio
-
Charles Schwab Trust CO2.9MShares$65.9 Million12.11% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.85MShares$64.7 Million17.53% of portfolio