Rothschild Investment LLC Schwab Us Aggregate Bond ETF Transaction History
Rothschild Investment LLC
- $1.53 Trillion
- Q4 2024
A detailed history of Rothschild Investment LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Rothschild Investment LLC holds 3,717 shares of SCHZ stock, worth $84,896. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,717
Previous 1,847
101.25%
Holding current value
$84,896
Previous $87.8 Million
3.85%
% of portfolio
0.01%
Previous 0.01%
Shares
2 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