Rmb Capital Management, LLC Schwab Us Aggregate Bond ETF Transaction History
Rmb Capital Management, LLC
- $4.3 Billion
- Q3 2024
A detailed history of Rmb Capital Management, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Rmb Capital Management, LLC holds 108,416 shares of SCHZ stock, worth $2.48 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
108,416
Previous 104,542
3.71%
Holding current value
$2.48 Million
Previous $4.77 Million
8.1%
% of portfolio
0.12%
Previous 0.12%
Shares
3 transactions
Others Institutions Holding SCHZ
# of Institutions
648Shares Held
124MCall Options Held
100Put Options Held
0-
Avantax Planning Partners, Inc.6.51MShares$149 Million5.36% of portfolio
-
Jpmorgan Chase & CO New York, NY6.33MShares$145 Million0.02% of portfolio
-
Charles Schwab Trust CO5.9MShares$135 Million11.76% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.15MShares$94.8 Million0.05% of portfolio
-
Total Wealth Planning, LLC3.57MShares$81.5 Million13.4% of portfolio