Rosenberg Matthew Hamilton Schwab Us Aggregate Bond ETF Transaction History
Rosenberg Matthew Hamilton
- $382 Million
- Q4 2024
A detailed history of Rosenberg Matthew Hamilton transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Rosenberg Matthew Hamilton holds 934 shares of SCHZ stock, worth $21,220. This represents 0.01% of its overall portfolio holdings.
Number of Shares
934
Previous 467
100.0%
Holding current value
$21,220
Previous $22,000
4.55%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding SCHZ
# of Institutions
628Shares Held
94.5MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$144 Million0.02% of portfolio
-
Charles Schwab Trust CO5.9MShares$134 Million11.76% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.15MShares$94.3 Million0.05% of portfolio
-
Total Wealth Planning, LLC3.57MShares$81.1 Million13.4% of portfolio
-
Avantax Planning Partners, Inc.3.14MShares$71.2 Million5.37% of portfolio