Robertson Stephens Wealth Management, LLC Schwab Us Aggregate Bond ETF Transaction History
Robertson Stephens Wealth Management, LLC
- $2.7 Billion
- Q3 2024
A detailed history of Robertson Stephens Wealth Management, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 171,090 shares of SCHZ stock, worth $3.89 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
171,090
Previous 174,360
1.88%
Holding current value
$3.89 Million
Previous $7.95 Million
2.3%
% of portfolio
0.3%
Previous 0.41%
Shares
8 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