Ronald Blue Trust, Inc. Schwab Us Aggregate Bond ETF Transaction History
Ronald Blue Trust, Inc.
- $7.7 Billion
- Q4 2024
A detailed history of Ronald Blue Trust, Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Ronald Blue Trust, Inc. holds 1,280,939 shares of SCHZ stock, worth $29.2 Million. This represents 0.38% of its overall portfolio holdings.
Number of Shares
1,280,939
Previous 528,044
142.58%
Holding current value
$29.2 Million
Previous $12 Million
142.59%
% of portfolio
0.38%
Previous 0.15%
Shares
11 transactions
Others Institutions Holding SCHZ
# of Institutions
638Shares Held
110MCall Options Held
100Put Options Held
0-
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
-
Avantax Planning Partners, Inc.3.14MShares$71.6 Million5.37% of portfolio